William A. Howard
VIRTUE CAPITAL MANAGEMENT
Fort Lauderdale, FL 33301
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CRD#: 4253842
Professional summary
William A Howard, CFP®, who also goes by William A. Howard, William Howard, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Fort Lauderdale, Florida.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William A. Howard | William Howard
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) FIXED INSURANCE WITH VARIOUS COMPANIES, Title: INSURANCE AGENT, Description: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE, Start Date: 11-30-2006, Address: FORT LAUDERDALE, FL, Investment-related? YES, Hours per month: 4-8HRS, During trading hours: 0 (2) BILL HOWARD PHOTOGRAPHY�, Title: OWNER, Description: PHOTOGRAPHY SERVICES� SELL TRAVEL PHOTOGRAPHY VIA A WEB SITE�, Start Date: 12-01-2010, Address: FORT LAUDERDALE, FL, Investment-related? NO, Hours per month: 4, During trading hours: 0 (3) BENCHMARK FINANCIAL LLC;�, Title: MANAGING DIRECTOR, Description: FINANCIAL SERVICES;�, Start Date: 04-01-2018, Address: FORT LAUDERDALE, FL, Investment-related? YES, Hours per month: 12-16HRS, During trading hours: 12-16HRS (4) SISTER CITIES�, Title: TREASURER, Description: 501c3 THAT PROMOTES CULTURAL EXCHANGE WITH THE SISTER CITIES OF FORT LAUDERDALE�, Start Date: 01-01-2020, Address: FORT LAUDERDALE, FL, Investment-related? NO, Hours per month: 4, During trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view William A Howard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
January 25, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 101 Ne 3rd Avenue Ste 1500, Fort Lauderdale, FL 33301RIA
CRD#: 167816
Fort Lauderdale, FL
Past
February 23, 2017 - January 29, 2019
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
FT. LAUDERDALE, FL
Past
February 22, 2017 - January 29, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
FT. LAUDERDALE, FL
Past
February 1, 2016 - March 1, 2017
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
FT LAUDERDALE, FL
Past
November 18, 2015 - March 1, 2017
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
FT LAUDERDALE, FL
Past
August 17, 2012 - October 30, 2015
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
FORT LAUDERDALE, FL
Past
July 27, 2012 - October 30, 2015
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
FORT LAUDERDALE, FL
Past
July 13, 2009 - March 14, 2011
FNB BROKERAGE SERVICES, INC.
RIA
CRD#: 18741
STUART, FL
Past
June 22, 2009 - March 14, 2011
FNB BROKERAGE SERVICES, INC.
BD
CRD#: 18741
STUART, FL
Past
February 23, 2006 - June 19, 2009
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
BOCA RATON, FL
Past
August 25, 2000 - June 19, 2009
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
BOCA RATON, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/25/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816Fort Lauderdale, FL 33301TRUST BUT VERIFY
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