Gerald Wayne Howell Ii
Professional Summary
Gerald Wayne Howell II, who also goes by Gerald W Howell II, Gerald Wayne Howell, is a registered financial advisor currently at ARLINGTON WEALTH MANAGEMENT located in Arlington Heights, Illinois. Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gerald has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gerald W Howell Ii, Gerald Wayne Howell
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Years of Experience
16 years in the financial services industry
Current & Past Employments
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Current Firm
ACARLINGTON WEALTH MANAGEMENT | ARLINGTON WEALTH MANAGEMENT | ARLINGTON CAPITAL MANAGEMENT, INC.
Contact Information
Main Address
21 S. Evergreen Avenue Suite 100, Arlington Heights, IL 60005-7800Phone Number
(847) 670-4030# of Employees
5SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
750AUM (Assets Under Management)
$235,943,435Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Primary Firm SEC Registration
ACARLINGTON WEALTH MANAGEMENT | ARLINGTON WEALTH MANAGEMENT | ARLINGTON CAPITAL MANAGEMENT, INC.
State Registrations and Notice Filings
(9/9/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Wayne Howell II's CRS (Customer Relationship Summary).
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
