DH
DH

Danny Cory Howes

17 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
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Location

2945 Cardinal Dr., Vero Beach, FL, 32963

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History

Regulatory History (1)
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Criminal
November 1995
Final Disposition
Other Business ActivitiesSells Insurance

Danny is the CEO of Howes Teeter Inc., providing tax preparation, accounting, and financial consulting services, dedicating about half of his time. He is also an insurance agent selling life insurance, long-term care insurance, and fixed annuities, spending about 10-20% of his time on this, and a non-operating partner in FL Insurance Partners, spending a few hours per week.

Employment History
Current Registrations
Advisory Alpha, LLC
May 2025 - Present · 9 mos
Previous Registrations
Truvestments Capital LLC
February 2020 - November 2025 · 5 yrs 9 mos
Motiv8 Investments LLC
March 2017 - December 2017 · 9 mos
East Coast Tax and Financial Planning
January 2016 - November 2020 · 4 yrs 10 mos
Mcdermott Investment Services, LLCBroker
November 2014 - January 2016 · 1 yr 2 mos
The Terrio Group
August 2012 - December 2017 · 5 yrs 4 mos
Gradient Securities, LLCBroker
August 2012 - January 2014 · 1 yr 5 mos
Valmark Advisers, INC.
October 2010 - July 2012 · 1 yr 9 mos
Valmark Securities, INC.Broker
June 2010 - July 2012 · 2 yrs 1 mo
American Investment Services
November 2008 - July 2010 · 1 yr 8 mos
Brookstone Capital Management LLC
January 2008 - April 2009 · 1 yr 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Danny Cory Howes - Financial Advisor | TrueAdvisor