HM
HM

Howard Myers

38 Years of Experience
Hudson, OH
1 DisclosureSells Insurance

Howard Myers is a registered investment advisor at Adviser Alliance, LLC, based in Hudson, OH, with 38 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $6.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
33 clients
Average Client Portfolio
$199K average
Assets Under Management
$6.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

AALLC's investment management fees are negotiated with each client and are based on a percentage of the value of your portfolio, not exceeding 1.30% annually. Fees may be billed in advance or after the service is provided, and are calculated using the portfolio's market value at the beginning or end of a calendar quarter. Fees are collected by debiting the client's investment account with written authorization. The amount you pay for advisory services may vary from client to client, and lower fees may be available from other sources.

Loading...

Location

70 W. Streetsboro St., Suite 301, Hudson, OH, 44236

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2007
Denied
Other Business ActivitiesSells Insurance

Howard is a sole proprietor of Myers Financial since 2004, offering investment-related services. He also works as an insurance agent selling fixed insurance and annuity products, dedicating about half his time to this activity.

Employment History
Current Registrations
Adviser Alliance, LLC
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Advisors LLCBroker
September 2007 - July 2018 · 10 yrs 10 mos
Cetera Advisors LLC
August 2007 - July 2018 · 10 yrs 11 mos
AXA Advisors, LLCBroker
June 2005 - March 2007 · 1 yr 9 mos
AXA Advisors, LLC
June 2005 - March 2007 · 1 yr 9 mos
Mony Securities Corporation
March 2002 - June 2005 · 3 yrs 3 mos
Mony Securities CorporationBroker
April 1987 - June 2005 · 18 yrs 2 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.