Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howell? Claim Your ProfileHowell Lewis Florence is an investment advisor representative with Hightower Advisors, LLC, based in Chicago, Illinois. Howell has over 19 years of experience in the financial services industry. Howell specializes in providing financial planning, portfolio management, and investment advisory services to a diverse clientele. Howell has a broad range of experience, having worked with individuals, high-net-worth individuals, corporations, and charitable organizations. Howell is also a registered investment advisor representative with the state of Texas. Howell's commitment to providing comprehensive financial advice is evident in the breadth of services offered, ranging from traditional financial planning to specialized services like portfolio management for businesses and treasury management for corporate clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
06/03/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
TX
11/15/2011 - 06/12/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
06/04/2010 - 10/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
07/06/2005 - 06/08/2010
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
IL
06/04/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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