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Billy Howard

Avantia

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About Billy Howard

Billy Howard is an Investment Advisor Representative at Avantia. Billy has over 10 years of experience in the financial services industry, with a focus on individual and high-net-worth clients. Billy is registered with the state of Washington and holds Series 66, Series 7, and SIE licenses. Billy has experience at firms including J.P. Morgan Securities LLC, Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ameriprise Financial Services, Inc. Billy also provides financial consulting services.

Firm Information

Billy Howard is currently registered with Avantia. Avantia is a registered investment advisor with 105,599,021 in regulatory assets under management. The firm provides financial consulting services, as well as portfolio management for individuals. Avantia has 28 accounts and serves high-net-worth individuals and individuals other than high-net-worth.

$105.60M

Assets Under Management

28

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Billy Howard’s Registration & Firm History

WA

01/02/2024 - Present

Avantia (SEATTLE WA)

WA

05/25/2023 - 06/14/2023

J.P. MORGAN SECURITIES LLC (Seattle WA)

WA

04/13/2017 - 06/01/2023

OPPENHEIMER & CO. INC. (SEATTLE WA)

WA

01/23/2012 - 04/17/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)

WA

11/26/2009 - 01/25/2012

AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 03/09/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Billy Howard.
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