HF
HF

Howell Florence

22 Years of Experience
Dallas, TX
Broker

Howell Florence is a registered investment advisor at Hightower Advisors, LLC, based in Dallas, TX, with 22 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

8411 Preston Road, Suite 700, Dallas, TX, 75225

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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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Employment History
Current Registrations
Hightower Advisors, LLC
June 2022 - Present · 3 yrs 11 mos
Hightower Securities, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fisher Investments
October 2020 - May 2022 · 1 yr 7 mos
USAA Investment Services Company
January 2018 - June 2020 · 2 yrs 5 mos
USAA Financial Advisors, INC.Broker
November 2011 - June 2020 · 8 yrs 7 mos
USAA Financial Planning Services
November 2011 - January 2018 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - October 2011 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - October 2011 · 1 yr 4 mos
Chase Investment Services CORP.
December 2007 - June 2010 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
July 2005 - June 2010 · 4 yrs 11 mos
Banc One Securities CorporationBroker
June 2003 - July 2005 · 2 yrs 1 mo
State Registrations1 state
TX
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.
Howell Florence - Financial Advisor | TrueAdvisor