HP
CFP
HP
CFP

Howard Pressman

26 Years of Experience
Vienna, VA
1 DisclosureBrokerSells Insurance

Howard Pressman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 26 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1919 Gallows Road Ste 600, Vienna, VA, 22182

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History

Regulatory History (1)
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Regulatory
July 2008
Final
Other 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
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2009 - June 2021 · 12 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 2009 - June 2021 · 12 yrs 1 mo
Banc of America Investment Services, INC.
September 2002 - May 2009 · 6 yrs 8 mos
Banc of America Investment Services, INC.Broker
May 1999 - May 2009 · 10 yrs
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY
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.
Howard Pressman - Financial Advisor | TrueAdvisor