Howard Williams

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 07/2016 → 04/2017
  Salient Partners, L.P.
  Houston, TX
• 07/2016 → 04/2017
  Salient Capital Advisors, Llc
  Houston, TX
• 07/2016 → 04/2017
  Salient Capital, L.P.
  Houston, TX
• 12/2018 → Present
  Wells Fargo Clearing Services
  Houston, TX
• 12/2018 → Present
  Wells Fargo Bank
  Houston, TX
• 04/2017 → 12/2018
  Unemployed
  Houston, TX

Previous Registrations

• 2008-10-01 → 2012-05-15
  J.P. Morgan Securities Llc
  Houston, TX
• 2006-10-30 → 2008-10-01
  J.P. Morgan Securities Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-02-15
• S63 Uniform Securities Agent State Law Examination
  1998-08-27

Other Names

• Howard Williams
• Howard Williams
• Howard Williams