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Martin Gregory Howard

Charles Schwab & CO., Inc.

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About Martin Gregory Howard

Martin Howard is a financial advisor who has been in the industry since April 1, 2015. He is currently registered with Charles Schwab & Co., Inc. in Orlando, Florida and has been with the firm since December 21, 2022. Previously, Martin was with TD AMERITRADE CLEARING, INC. in Omaha, Nebraska from April 24, 2018 to December 31, 2022. Before that, he worked at TD AMERITRADE, INC. in Omaha, Nebraska from July 29, 2013 to August 19, 2016. Martin holds the Series 63, Series 7, and SIE licenses. He is registered in Florida and Texas. Martin's specializations include financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Martin Howard is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Martin Howard’s Registration & Firm History

FL

12/21/2022 - Present

Charles Schwab & CO., Inc. (Orlando FL)

NE

04/24/2018 - 12/31/2022

TD AMERITRADE CLEARING, INC. (OMAHA NE)

NE

07/29/2013 - 08/19/2016

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 08/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Martin Gregory Howard.
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