Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howell? Claim Your ProfileHowell Knight Hallett is a registered Investment Advisor Representative with Mercer Global Advisors Inc. Howell has over 30 years of experience in the financial services industry, having previously worked at Stonecrest Capital Markets Inc. and James M. Myers and Co., Inc. Howell specializes in providing financial planning, portfolio management, and trust services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
1
2
NC
11/01/2023 - Present
Mercer Global Advisors Inc. (Charlotte NC)
TX
01/13/2015 - 01/10/2017
STONECREST CAPITAL MARKETS, INC. (AUSTIN TX)
TX
05/14/2007 - 12/10/2014
REDWINE & COMPANY, INC. (AUSTIN TX)
NC
07/22/1989 - 09/24/2004
JAMES M. MYERS AND CO., INC. (CHARLOTTE NC)
NY
02/24/1988 - 07/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
05/24/1982 - 02/24/1988
CAROLINA SECURITIES CORPORATION
IA
Issued 01/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Howell Hallett is the right advisor for you? Invested Better is here to help.
