Debra Howard
Debra Howard is a registered investment advisor at Stonex Advisors INC., based in Chattanooga, TN, with 37 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
122 Lee Parkway Drive, Suite 113, Chattanooga, TN, 37421
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2010Customer Dispute
September 2002Customer Dispute
September 2002Other Business Activities
Debra is a notary, spending minimal time on this activity. She is also a partner at Lifescope Financial Advisors, dedicating full-time hours to investment services.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
State Registrations14 states
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.