Howell Evans Neville
Investment adviser representative at The Pines Wealth Management, LLC
32 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$485.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
32 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Mar 2024 to now
- The Pines Wealth Management, LLCMar 2024 to now
- Bank of America,NASep 2009 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 1994 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
The Pines Wealth Management, LLC
$485.9MAssets managed
262Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2404560
- Firm CRD
- 326353