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Larry Carter Howell

KCD Financial, Inc.

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About Larry Carter Howell

Larry Howell has been a financial advisor for over 29 years. Larry is a registered representative of KCD Financial, Inc. and has been with the firm since 2006. Prior to that, Larry was employed by H.D. VEST INVESTMENT SERVICES from 1990 to 2006. Larry is licensed to sell securities in Alabama, Georgia, North Carolina, and South Carolina. Larry holds the Series 6 and Series 63 licenses as well as the SIE exam.

Firm Information

Larry Howell is currently registered with KCD Financial, Inc.. KCD Financial, Inc. is a Corporation headquartered in GREEN BAY, WI. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They serve high net worth individuals and individuals other than high net worth. The firm has been in operation since 2003-05-19 and has approximately 175,100,000 in assets under management.
KCD Financial, Inc.

3061 ALLIED STREET

GREEN BAY, WI 54304

$175.10M

Assets Under Management

30

Total Clients

37

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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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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other

A portion of fees paid to 3rd party advisors

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Larry Howell’s Registration & Firm History

GA

09/18/2006 - Present

KCD Financial, Inc. (ROSWELL GA)

GA

02/06/1990 - 09/27/2006

H.D. VEST INVESTMENT SERVICES (ROSWELL GA)

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Licenses & Designations

BC

Issued 02/05/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Carter Howell.
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