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William A Howard

Investment adviser representative at Virtue Capital Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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

15 years in the industry.

  1. Virtue Capital Management, LLCJan 2019 to now
  2. Cetera Advisor NetworksFeb 2017 to Jan 2019
  3. Howard Financial Solutions, LLCJun 2016 to Sep 2019
  4. Benchmark of South FloridaFeb 2016 to Sep 2019
  5. Massachusetts Mutual Life Insurance CoNov 2015 to Feb 2017
  6. MML Investors Services, LLCNov 2015 to Feb 2017
  7. Wealth Development Associates LLCMar 2011 to Feb 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000

State registrations

Registered as an investment adviser representative in 1 state (FL).

Virtue Capital Management, LLC

$1.3BAssets managed
5,770Clients
86Advisers
12 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
4253842
Firm CRD
167816
Advisor's SEC record (opens in a new tab)
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