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Howard Financial CRD 155323
$30.1M regulatory AUM 97 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5401 Business Park S. #112, Bakersfield, CA 93309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED_RES | 2016-08-26 |
Branch Locations
5401 Business Park S. #112, Bakersfield, CA 93309 • United States
15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
5401 Business Park S. #112, Bakersfield, CA 93309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lance Howard Insurance Services, Inc. | Bakersfield | CA | 04/1995 | Present |
| Howard Financial & Wealth Management, Inc. | Bakersfield | CA | 11/2010 | Present |
LANCE HOWARD INSURANCE SERVICES, INC.; INVESTMENT RELATED; BAKERSFIELD, CA 93309; INSURANCE SERVICES; PRESIDENT; 04/1995; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS GRADIENT ADVISORS, LLC; 01/2011; IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-25 |
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