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Howard Leon Dingle

Investment adviser representative at Compound Planning, Inc.
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
4 yearsFirm in business

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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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Compound Planning, Inc.Oct 2022 to now
  2. Claraphi Advisory Network, LLCDec 2017 to now
  3. Centaurus Financial Inc.Aug 2015 to Dec 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001
  • Series 63 · Uniform Securities Agent State Law2001

State registrations

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

Compound Planning, Inc.

$4.8BAssets managed
13,653Clients
75Advisers
4 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
4465905
Firm CRD
171787
Advisor's SEC record (opens in a new tab)
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