Joshua Howell
Joshua Howell is a CFP-designated registered investment advisor at Prospera Financial Services, INC., based in Punta Gorda, FL, with 30 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.
Location
2705 Tamiami Trail, Punta Gorda, FL, 33950
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Joshua owns Howell Wealth Management, LLC, dedicating full-time hours to the firm. He also co-owns JH Punta Gorda 2 LLC and rental property in Ellijay, GA with his spouse, but spends no time on these ventures.
Employment History
Current Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations42 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.