Timothy Howe
Timothy Howe is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Oviedo, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an agent for financial and insurance sales & services, a representative providing retirement plans/fixed insurance products, and Vice President of a firm offering retirement planning, insurance and securities sales & services. He also volunteers on the planning committee for St. John Neumann Catholic H.S. Band Booster Club.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Ameriprise Advisor Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations7 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.