GH
Gavin P. Howe
FNB WEALTH MANAGEMENT
State College, PA 16801
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CRD#: 6865546
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Professional summary
Gavin Paul Howe, CIMA® is a registered financial advisor currently at FNB WEALTH MANAGEMENT located in State College, Pennsylvania.
Gavin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Gavin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
NORTHERN TIER BEEF ASSOCIATION (NTBA) - 2620 RTE 249, WESTFIELD, PA 16950 / TREASURER. THE ORGANIZATION'S MISSION IS THE EDUCATING OF LOCAL BEEF CATTLEMENT ON SAFTEY AND THE LOCAL MARKETS. MR. HOWE SERVES AS TREASURER FOR THE ORGANIZATION'S BANK ACCOUNT, AT THIS TIME THEY DO NOT HAVE ANY INVESTMENT RELATED ACCOUNTS. THE ACCOUNT IS UNDER DUAL CONTROL AND ANY EXPENDITURE FROM THE ACCOUNT REQUIRES A MAJORITY APPROVAL FROM NTBA'S MEMBERS. / 12/2018 - PRESENT / APPROXIMATELY 2 HOURS A MONTH DURING NON-BUSINESS HOURS. PENNSYLVANIA DEPARTMENT OF AGRICULTURE LIVESTOCK EVALUATION CENTER (PDALEC) - 1494 W PINE GROVE ROAD, PA FURNACE, PA 16865 / MEMBER OF THE SALES COMMITTEE. THE ORGANIZATION'S FOCUS IS TO CONDUCT STANDARD UNBIASED FEEDING AND MANAGEMENT TEST ON VARIOUS TYPES OF ANIMALS TO PROVIDE FARMS VALUABLE INFORMATION IN THEIR SELECTION PROCESS. MR. HOWE SERVES AS MEMBER IF THE SALES COMMITTEE AND IS RESPONSIBLE FOR ORGANIZING SALES, ASSISTING IN MARKETING EFFORTS AND SELECTION OF CATTLE THAT WILL BE OFFERED IN THE SALE. MR. HOWE IN HIS ROLE DOES NOT HAVE ANY CONTROL OF BANK OR INVESTMENT ACCOUNTS. 1/2021 - PRESENT / APPROXIMATELY 1 HOUR A MONTH DURING NON-BUSINESS HOURS. CENTER OF BEEF EXCELLANCE (CBE) - 2301 NORTH CAMERON STREET, HARRISBURG, PA 17110 / MEMBER OF THE BOARD. MR. HOWE IS RESPONSIBLE TO HELP PROMOTE AND CARRYOUT THE INITIATIVES OF THE CBE; EDUCATION, PRODUCTION AND MANAGEMENT, ADVISORY TEAMS, AND SUPPORT TO OTHER ORGANIZATIONS TO STRENGTHEN THE BEEF INDUSTRY ACROSS PENNSYLVANIA. THE MISSION OF THE ORGANIZATION IS "TO FOSTER COLLABORATION, DRIVE PROFITABILITY AND ENHANCE PRODUCTIVITY FOR PENNSYLVANIA BEEF PRODUCERS." MR. HOWE IN HIS ROLE DOES NOT HAVE ANY CONTROL OF BANK OR INVESTMENT ACCOUNTS. 9/2021 - PRESENT / APPROXIMATELY 1 HOUR A MONTH DURING NON-BUSINESS HOURS.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 3, 2017 - Present
FNB WEALTH MANAGEMENT
Office #1: 117 South Allen Street, State College, PA 16801RIA
CRD#: 109515
State College, PA
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".
FW
FNB WEALTH MANAGEMENT
F.N.B. INVESTMENT ADVISORS INC | PROMISTAR INVESTMENT ADVISORS INC | FNB WEALTH MANAGEMENT
CRD#: 109515 / SEC#: 801-56609
RIA
Registered Investment Advisory firm - (7/6/1999 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
Pennsylvania(10/3/2017)
Current Firm
FW
FNB WEALTH MANAGEMENT
F.N.B. INVESTMENT ADVISORS INC | PROMISTAR INVESTMENT ADVISORS INC | FNB WEALTH MANAGEMENT
CRD#: 109515 / SEC#: 801-56609
RIA
Registered Investment Advisory firm - (7/6/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
626 Washington Place, Pittsburgh, PA 15219
Mailing Address
Phone number
(855) 688-0001
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,097 |
| AUM (Assets Under Management) | $ 6,703,955,512 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2024 | ||
| 12/20/2023 | ||
| 02/27/2023 |
Red Flags
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Company Information
FNB WEALTH MANAGEMENT
CRD#: 109515State College, PA 16801TRUST BUT VERIFY
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