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Robert Brian Howell

R. BRIAN HOWELL & ASSOCIATES, INC.·TACOMA, Washington
Series 1, Series 4, Series 5, Series 24, Series 53, Series 63Clean record31 years registeredR. BRIAN HOWELL & ASSOCIATES, INC.
6 TACOMA AVENUE NORTH, TACOMA, WA 98403CRD# 251530Firm CRD# 109795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Brian Howell · TACOMA, WA
Registration
CRD #251530 · R. BRIAN HOWELL & ASSOCIATES, INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: R. BRIAN HOWELL & ASSOCIATES, INC.
May 1995Feb 2023
TACOMA, WA
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 4
Series 5
Series 24
Series 53
Series 63
Registration record
First registered · May 11, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
R. BRIAN HOWELL & ASSOCIATES, INC.
CRD 109795 · SEC 801-57772
AUM
$23M
Regulatory assets under management
Employees
1
58 client accounts
Services offered by R. BRIAN HOWELL & ASSOCIATES, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Robert Brian Howell offer?
Robert Brian Howell specializes in Investment Management, Wealth Management.
What are Robert Brian Howell's credentials?
Robert Brian Howell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Brian Howell located?
Robert Brian Howell is based in TACOMA, Washington, last registered with R. BRIAN HOWELL & ASSOCIATES, INC..
How does Robert Brian Howell charge for services?
Robert Brian Howell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R. BRIAN HOWELL & ASSOCIATES, INC.?
R. BRIAN HOWELL & ASSOCIATES, INC. has approximately 1 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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