Danielle Howard
Danielle Howard is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Glenwood Springs, CO, with 28 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
76 Eagle Claw Circle, Glenwood Springs, CO, 81601
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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
Danielle is involved in several outside business activities, including working as a public speaker, an independent insurance agent, and managing properties. She also serves as an advisory representative for a registered investment advisor and is involved with Wealth By Design LLC, a tax and legal liability firm.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lighthouse Financial LLC
Cambridge Investment Research, INC.Broker
Lighthouse Financial LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Princor Financial Services CorporationBroker
State Registrations1 state
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.