Howard Pressman
Howard Pressman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 27 years of industry experience. Howard is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1919 Gallows Road Ste 600, Vienna, VA, 22182
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Regulatory History (1)
Regulatory
July 2008Other Business ActivitiesSells Insurance
Howard is a financial planner with Egan Berger & Weiner, LLC, dedicating full-time hours to selling insurance, securities, and investment products. He also works as an independent insurance agent selling fixed insurance products full-time and dedicates minimal time to pro-bono planning for cancer patients through Family Reach.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations46 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.
Exams
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