Howard Dobson is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 45 years of industry experience.
Location
211 Owings Gate Ct, Suite 302, Owings Mills, MD, 21117
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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
Howard is a registered investment advisor with American Financial Management Ltd. and spends a few hours per week advising clients. He is also an author and speaker, and a licensed insurance agent recommending life insurance and annuities, dedicating about 10-20% of his time to each of these activities.
Employment History
Current Registrations
Balanced Security Planning, INC.Broker
Balanced Security Planning, INC.
American Financial Management, LTD.
Previous Registrations
American Financial Securities, INC.Broker
Great American Advisors, INC.Broker
Securities Service Network, INC.Broker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
State Registrations10 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.