William D. Howard
Professional summary
William Durant Howard, CFP®, ChFC®, who also goes by William D Howard, is a registered financial advisor currently at DURANT WEALTH MGMT ADVISORY SERVICES located in Mooresville, North Carolina.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. William has worked at 4 firms and has passed the Series 63, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Durant Howard's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1986
Experience
May 19, 2014 - Present
DURANT WEALTH MGMT ADVISORY SERVICES
February 27, 2009 - January 18, 2013
FSC SECURITIES CORPORATION
February 27, 2009 - January 18, 2013
FSC SECURITIES CORPORATION
June 10, 2002 - February 27, 2009
ADVANTAGE CAPITAL CORPORATION
January 2, 1990 - February 27, 2009
ADVANTAGE CAPITAL CORPORATION
April 23, 1981 - January 25, 1990
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/19/2014)
Exams
Current Firm
DURANT WEALTH MGMT ADVISORY SERVICES
CRD#: 166863 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 3,010,000 |
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