Danny C. Howes

TRUVESTMENTS CAPITAL LLC

Vero Beach, FL 32963

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CRD#: 5481834

Professional summary

Danny Cory Howes, who also goes by Danny Howes, is a registered financial advisor currently at TRUVESTMENTS CAPITAL LLC located in Vero Beach, Florida and ADVISORY ALPHA, LLC located in Vero Beach, Florida.

Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Danny has worked at 11 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danny Howes

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) Howes Teeter Inc. DBA East Coast Tax and Financial; Investment-related; 2945 Cardinal Dr Vero Beach, FL 32963; Tax preparation for individuals and small to medium sized businesses, monthly accounting services for businesses, business advisory services, financial education and consulting services; CEO; Started 05/2015; Approx. 80 hrs/month; Approx. 80 hrs/month during trading hours; Practice Management, client consultation, and tax services. 2) Danny Howes Insurance Agent; Investment Related; 2945 Cardinal Dr Vero Beach, FL 32963; Fixed Insurance Sales; Insurance Agent; 05/2015; Approx. 20 hrs/month; Approx. 20 hrs/month during trading hours; Sale of life insurance, long term care insurance, and fixed annuities; 3) FL Insurance Partners; Investment-related; 2925 Cardinal Dr Ste G Vero Beach, FL 32963; Business provides property and casualty insurance to businesses and individuals; Non-operating, financial partner; Partner; Approx. 10 hrs/month; Approx. 10 hrs/month during trading hours; Provide financial support as a non-operating partner.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Cory Howes's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 6, 2020 - Present

TRUVESTMENTS CAPITAL LLC

Office #1: 2945 Cardinal Dr., Vero Beach, FL 32963

RIA

CRD#: 291297

Vero Beach, FL

Current

May 16, 2025 - Present

ADVISORY ALPHA, LLC

Office #1: 2945 Cardinal Dr., Vero Beach, FL 32963

RIA

CRD#: 158282

Vero Beach, FL

Past

March 13, 2017 - December 21, 2017

MOTIV8 INVESTMENTS LLC

RIA

CRD#: 285560

Vero Beach, FL

Past

January 6, 2016 - November 16, 2020

EAST COAST TAX AND FINANCIAL PLANNING

RIA

CRD#: 281462

VERO BEACH, FL

Past

November 13, 2014 - January 14, 2016

MCDERMOTT INVESTMENT SERVICES, LLC

CRD#: 154926

Port St. Lucie, FL

Past

August 7, 2012 - December 22, 2017

THE TERRIO GROUP

RIA

CRD#: 156394

PORT ST. LUCIE, FL

Past

August 6, 2012 - January 6, 2014

GRADIENT SECURITIES, LLC

CRD#: 127701

PORT SAINT LUCIE, FL

Past

October 27, 2010 - July 2, 2012

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

PICKERINGTON, OH

Past

June 29, 2010 - July 2, 2012

VALMARK SECURITIES, INC.

CRD#: 31243

PICKERINGTON, OH

Past

November 7, 2008 - July 15, 2010

AMERICAN INVESTMENT SERVICES

RIA

CRD#: 144088

MELBOURNE, FL

Past

January 28, 2008 - April 23, 2009

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

MAITLAND, 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".

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 Approved)

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
(2/6/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/20/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/17/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/14/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/28/2010

General Securities Representative Examination

Current Firm

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 Approved)

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Contact information

Main Address

348 S Waverly Rd Suite 100, Holland, MI 49423

Mailing Address

Phone number

(866) 530-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts	22,480
AUM (Assets Under Management)	$ 3,468,083,482

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Danny C. Howes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Cory Howes's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY ALPHA, LLC

MOTIV8 INVESTMENTS LLC

EAST COAST TAX AND FINANCIAL PLANNING

MCDERMOTT INVESTMENT SERVICES, LLC

THE TERRIO GROUP

GRADIENT SECURITIES, LLC

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

AMERICAN INVESTMENT SERVICES

BROOKSTONE CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

ADVISORY ALPHA, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/20/2010

Series 65

Date: 1/17/2008

SIE

Date: 1/14/2016

Series 7

Date: 6/28/2010

Current Firm

ADVISORY ALPHA, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISORY ALPHA, LLC

TRUST BUT VERIFY

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