CH
CFA · CFP
CH
CFA · CFP

Christopher Howard

15 Years of Experience
Broker

Christopher Howard is a CFA, CFP-designated registered investment advisor at Stifel Independent Advisors, LLC, based in O'Fallon, IL, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
7,902 clients
Average Client Portfolio
$634K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$50K

Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.

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Location

800 S Lincoln Ave, Pob 1356, O'Fallon, IL, 62269

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is the Vice President of Community Financial Advisors, Inc., where financial advisory business passes through for tax reporting. He is also a partner in Community Financial Management, LLC, used for business purposes and tax planning, dedicating about a quarter of his time to tax preparation and accounting services. Christopher also serves as trustee for Community Financial Advisors, Inc 401(k) Plan and a partner overseeing finances of real estate holdings for MBM VC LLC.

Employment History
Current Registrations
Stifel Independent Advisors, LLC
June 2010 - Present · 15 yrs 10 mos
Stifel Independent Advisors, LLCBroker
June 2010 - Present · 15 yrs 10 mos
State Registrations27 states
AZCACOCTDEFLGAHIIDILKSKYMDMNMOMTNCNVNYOHSCTNTXUTVAWIWY
AdvisorBrokerBoth

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.