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Wayne W Howell

Delta Financial Group, Inc.

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About Wayne W Howell

Wayne W. Howell is a financial advisor at Delta Financial Group, Inc. Wayne is a Certified Financial Planner® professional and is registered with the state of New Jersey. He has over 30 years of experience in the financial services industry, having worked with a variety of firms, including H.D. Vest Investment Services and Lincoln Financial Advisors Corporation. Wayne specializes in providing financial planning, portfolio management for individuals and businesses, and other financial services. Wayne W. Howell, CPA, is also the owner/sole proprietor of a tax preparation/accounting business.

Firm Information

Wayne Howell is currently registered with Delta Financial Group, Inc.. Delta Financial Group, Inc. is an investment advisor based in BASKING RIDGE, NJ. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit sharing plans, and corporations or other businesses. The firm manages approximately $1.20 billion in assets and provides financial planning and portfolio management for individuals and businesses.
Delta Financial Group, Inc.

37 STONEHOUSE ROAD

BASKING RIDGE, NJ 07920-2628

$1.20B

Assets Under Management

67

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Wayne Howell’s Registration & Firm History

NJ

07/17/2013 - Present

Delta Financial Group, Inc. (BASKING RIDGE NJ)

NJ

12/07/2004 - 05/17/2013

H.D. VEST INVESTMENT SERVICES (RARITAN NJ)

IN

11/21/2002 - 12/15/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

11/21/2002 - 12/15/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

TX

10/12/2001 - 11/05/2002

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BOTH

Issued 11/02/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wayne W Howell.
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