Unclaimed
John David Howard is an investment advisor representative registered with Vanguard Advisers, Inc. John has been in the securities industry since March 4, 2015 and is currently registered with the state of North Carolina and Texas. John also has a Series 7, Series 66 and SIE. Before joining Vanguard Advisers, Inc., John worked at First Command Financial Planning, Inc. John specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. John is also an employee of The Vanguard Group, Inc.
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.
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.
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
11/09/2017 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
CA
01/19/2015 - 06/03/2016
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)
BOTH
Issued 04/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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