RH
CFP
RH
CFP

Robert Howland

4 Years of Experience
St Petersburg, FL

Robert Howland is a CFP-designated registered investment advisor at Howland and Associates, LLC, based in St Petersburg, FL, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 122 clients with $96M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$95.7M
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Location

10261 4th Street N., St Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a board member and clerk on the finance committee for the St. Petersburg Religious Society of Friends charity since 2021. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Howland and Associates, LLC
December 2021 - Present · 4 yrs 4 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.