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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Andrew Howard is an investment advisor representative associated with Bedell Frazier Investment Counselling, LLC, located in Walnut Creek, California. Thomas Andrew Howard is also licensed as an investment advisor in California. Thomas Andrew Howard has over 20 years of experience in the financial services industry. Prior to joining Bedell Frazier Investment Counselling, LLC, Thomas Andrew Howard was affiliated with American Express Financial Advisors Inc., IDS Life Insurance Company, and Edward Jones. Thomas Andrew Howard's previous roles demonstrate a broad range of experience and expertise in the field of financial advising. Thomas Andrew Howard's primary area of focus is providing financial planning and investment management services to individuals, corporations, and charitable organizations. Thomas Andrew Howard holds the Series 63, 65, and 66 licenses as well as the Series 7 license. Thomas Andrew Howard is a Certified Financial Planner and has a proven track record of success in helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
10/28/2020 - Present
Bedell Frazier Investment Counselling, LLC (WALNUT CREEK CA)
MN
12/16/2002 - 05/16/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/16/2002 - 05/16/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
11/06/2001 - 03/05/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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