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Danny Cory Howes

Truvestments Capital LLC

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About Danny Cory Howes

Danny Cory Howes is a Registered Investment Advisor with Truvestments Capital LLC. Danny has over 10 years of experience in the financial services industry. Danny is a Series 63, Series 65, Series 7, and SIE licensed professional. Danny has also worked with McDermott Investment Services, LLC and Gradient Securities, LLC. Danny's specializations include Portfolio Management for Individuals, Financial Planning, and Selection of Other Advisors.

Firm Information

Danny Howes is currently registered with Truvestments Capital LLC. Truvestments Capital LLC is an investment advisor based in Sarasota, Florida. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Truvestments Capital LLC manages over $362 million in assets for its clients.
Truvestments Capital LLC

5391 LAKEWOOD RANCH BLVD N

SARASOTA, FL 34240

$362.69M

Assets Under Management

Not reported

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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percentage of assets

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

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Danny Howes’s Registration & Firm History

FL

02/06/2020 - Present

Truvestments Capital LLC (Vero Beach FL)

FL

11/13/2014 - 01/14/2016

MCDERMOTT INVESTMENT SERVICES, LLC (Port St. Lucie FL)

FL

08/06/2012 - 01/06/2014

GRADIENT SECURITIES, LLC (PORT SAINT LUCIE FL)

OH

06/29/2010 - 07/02/2012

VALMARK SECURITIES, INC. (PICKERINGTON OH)

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Licenses & Designations

BC

Issued 09/20/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/17/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Danny Cory Howes. Review regulatory record here.
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