Brian Damon Barthol
Investment adviser representative at William Howard & Co. Financial Advisors, Inc.
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$342.1MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- William Howard & Co. Financial Advisors, Inc.Dec 1997 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
William Howard & Co. Financial Advisors, Inc.
$342.1MAssets managed
176Clients
4Advisers
38 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
- 2900440
- Firm CRD
- 105959