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Heather Marie Coulter

William Howard & Co. Financial Advisors, Inc.

Memphis, TN

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Current Employers
William Howard & Co. Financial Advisors, Inc.

6410 Poplar Ave Suite 330, Memphis, TN 38119-4839 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-19
TN RA APPROVED 2023-01-03
  • TX RA
    APPROVED
    Since 2023-07-19
  • TN RA
    APPROVED
    Since 2023-01-03

Branch Locations

6410 Poplar Ave Suite 330, Memphis, TN 38119-4839 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coyle Financial Counsel, Llc Glenview IL 11/2015 12/2022
William Howard & Co Financial Advisors Inc Memphis TN 01/2023 Present
Previous Registrations
  • 2016-03-01 → 2023-01-05
    Coyle
    Glenview, IL
  • 2010-07-01 → 2016-02-27
    Wheaton Wealth Partners, Llc
    Wheaton, IL
    Wheaton, IL
Other Businesses

Jazzercise instructor and franchise owner. Not investment related. Location varies. Spends approximately 4 hours a month on this activity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-21
  • S63 Uniform Securities Agent State Law Examination
    2000-07-21
Designations
Other Names
  • Heather Marie Smith

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

More in Memphis, TN

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