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William Barker Howard

WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.·MEMPHIS, Tennessee
Clean record30 years registeredWILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
6410 POPLAR AVE, MEMPHIS, TN 38119-4839CRD# 1040874Firm CRD# 105959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Barker Howard · MEMPHIS, TN
Registration
CRD #1040874 · WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
Sep 1995 – present
02

Registrations & Exams

Registration record
First registered · September 8, 1995
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
CRD 105959 · SEC 801-31084
AUM
$290M
Regulatory assets under management
Employees
7
522 client accounts
Services offered by WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does William Barker Howard offer?
William Barker Howard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are William Barker Howard's credentials?
William Barker Howard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Barker Howard located?
William Barker Howard is based in MEMPHIS, Tennessee, working with WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does William Barker Howard charge for services?
William Barker Howard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.?
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. has approximately 7 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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