DH
DH

David Howell

31 Years of Experience
Moline, IL
Broker

David Howell is a registered investment advisor at Quad City Investment Center, based in Moline, IL, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 615 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
615 clients
Average Client Portfolio
$502K average
Assets Under Management
$308.6M

Fee Structure

Investment management only (planning not offered)

Quad City Investment Center's annual fee for portfolio management ranges from 0.60% to 1.35% of the value of your investments. The fee depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is billed quarterly in advance. The advisory fee is negotiable.

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Location

3551 7th Street, Moline, IL, 61265

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David operates his LPL business under the DBA Quad City Investment Center since 1999, dedicating his full time to it. He also serves as Vice President - Wealth Management at Quad City Bank and Trust (about 10-20% of his time) and provides investment advisory services through Quad City Investment Advisors, LLC (about 10-20% of his time).

Employment History
Current Registrations
Quad City Investment Center
March 2009 - Present · 17 yrs 2 mos
LPL Financial LLC
August 1999 - Present · 26 yrs 9 mos
LPL Financial LLCBroker
August 1999 - Present · 26 yrs 9 mos
Previous Registrations
LPL Financial Corporation
September 1999 - December 2009 · 10 yrs 3 mos
Investment Centers of America, INC.Broker
July 1994 - August 1999 · 5 yrs 1 mo
State Registrations25 states
AZCACOCTFLGAHIIAILINKSMAMIMNMONCNVNYOHORTNTXVAWAWI
AdvisorBrokerBoth

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.