Iman Howard

Employer firm

Ally Invest Advisors CRD 170301

$1.73B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2021 → Present
  Ally Invest Securities Llc
  Charlotte, NC
• 04/2016 → 11/2021
  Ally Bank
  Lewisville, TX
• 11/2019 → 03/2022
  Saks Fifth Avenue
  Grapevine, TX
• 05/2023 → Present
  Ally Invest Advisors
  Charlotte, NC

Other Businesses

Artgasmic LLC. Not investment related. 325 N. St. Paul Street Suite 3100, Dallas, TX 75201. Owner. 03/18/2022. 18 hours/month. Create pop up art events for minority artists and small business owners to showcase their art in products to a targeted clientele. Events typically occur 3-4 times a year. Ally Invest Advisors. Investment related. 601 S. Tryon St. Charlotte NC 28202. Specialist-Wealth Advisor. 5/2023. Hours/month vary. Support Ally Invest Securities, and Ally Invest Advisors in a dually licensed capacity. Responsibilities include servicing Ally Invest, and Ally Bank customers who may hold self-directed, wealth advisory, and standard bank accounts. My interactions include, but are not limited to, conducting pre-consultations for clients that are interested in Wealth Management / Advisory services, and working along with the Senior Wealth Advisors to assist clients with their needs. Krimson Park. Not Investment related. 208 N. Market St. Suite. 300, Dallas Tx, 75205. Joint Owner. Nov 01, 2024. 0-20 hours/month. Event venue organization.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-03