Howard Leon Dingle

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 12/2017
  Centaurus Financial Inc.
  Anaheim, CA
• 12/2017 → Present
  Claraphi Advisory Network, Llc
  Aliso Viejo, CA

Previous Registrations

• 2017-12-22 → 2022-12-22
  Claraphi Advisory Network, Llc
  Johns Creek, GA
  Atlanta, GA
  Aliso Viejo, CA
  Kennesaw, GA
• 2015-09-10 → 2017-12-22
  Centaurus Financial, Inc.
  Atlanta, GA
• 2007-09-24 → 2015-09-03
  J P Turner & Company Capital Management, Llc
  Atlanta, GA
• 2003-03-12 → 2004-06-21
  Oneamerica Securities, Inc.
  Norcross, GA

Other Businesses

H.L. DINGLE & COMPANY, NON-INVESTMENT RELATED, P.O. BOX 550367, ATLANTA, GA 30355 TAX PREPARATION AND SMALL BUSINESS CONSULTING, OWNER, SINCE 10/1999, DEVOTED TIME 20 HOURS A MONTH. TRUCHOICE FINANCIAL GROUP (Formerly GAMEPLAN FINANCIAL); SELLING LIFE INSURANCE & ANNUITIES, DEVOTED TIME 15 HOURS A MONTH. ALLIANZ LIFE INSURANCE COMPANY, DEVOTED TIME 5 HOURS A MONTH. As of October, 2020; Owner of Solid Foundation Business Services, a Georgia corporation, providing business consulting services to small businesses. Not investment related. Spending approximately 10 hours a month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-12-03
• S65 Uniform Investment Adviser Law Examination
  2001-05-31