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HF

Howard H. Flesher

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CRD#: 718833
HF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Howard Henry Flesher, who also goes by Howard H Flesher, was a registered financial professional .

Howard is a previously registered financial professional and started their career in finance in 1980. Howard had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 24, Series 53 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Howard H Flesher

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 3, 2000 - May 21, 2001

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
ISELIN, NJ
Past

October 19, 1987 - July 13, 2000

VALLEY FORGE SECURITIES, INC .

BD
CRD#: 20892
ROSEMONT, PA
Past

July 30, 1985 - November 5, 1987

FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.

BD
CRD#: 16201
Past

April 21, 1983 - June 28, 1985

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
Past

November 20, 1980 - April 28, 1983

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/29/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TC
THE CONCORD EQUITY GROUP, LLC
CONCORD EQUITY GROUP ADVISORS LLC | THE CONCORD EQUITY GROUP, LLC | THE CONCORD EQUITY GROUP | LAESSIG INVESTMENT COMPANY

CRD#: 14569 / SEC#: , 8-35226

BD
Terminated by SEC on 10/13/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 06/10/1975
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WASHINGTON ASSOCIATES 205 LLCPARENT COMPANY - BROKER-DEALER ONLY
DIOGUARDI, WILLIAM PAULCHAIRMAN1005567
MIN, SUNG SIKCFO/FINOP1025256

Disclosures


Regulatory Event5
Arbitration2
Bond1

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.

Company Information


THE CONCORD EQUITY GROUP, LLC

CRD#: 14569

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