William Reid Howard

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2014 → 03/2020
  Ameriprise Financial Services, Inc.
  Gainesville, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Gainesville, VA

Previous Registrations

• 2007-03-20 → 2012-08-17
  Ameriprise Financial Services, Llc
  Reston, VA
  Fairfax, VA
  Gainesville, VA

Other Businesses

Real Estate Ownership; Single Family; 129 Riverside Drive, , Old Forge, NY, 13420; Not Investment-Related; 06/17/2023 / Single Family; 13110 Coastal Highway Unit 1006, , Ocean City, MD, 21842; Not Investment-Related; 06/17/2023 / Single Family; 8504 Coronation Lane, , Bristow, VA, 20136; Not Investment-Related; 06/17/2023. Business Ownership; CFI Real Estate Holdings, LLC; This is strictly a real estate holding LLC. I intend on using it to own the office condo for the practice. Please refer to the real estate section of this report for more details on the property. The location is 7001 Heritage Village Plz Suite 240, Gainesville, VA 20155.; This is a passive entity. It is strictly for liability purposes to own a piece of commercial real estate.; 7001 Heritage Village Plz Suite 240, , Gainesville, VA, 20155; Investment-Related; 02/11/2020; 0 hours per month; 0 during trading hours / CFI Management Group; Co-owner; Manage Ameriprise Business; 7001 Heritage Village Plaza, Suite 240, Gainesville, VA, 20155; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours. Outside Employment; CFI Management Group LLC; Co-owner; Manage advisory business; 7001 Heritage Village Plaza, Suite 240, Gainesville, VA, 20155; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-07
• S66 Uniform Combined State Law Examination
  2007-03-19

Other Names

• William R Howard
• W Reed Howard
• W Reid Howard