Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$660K average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

1145 Hembree Rd., Roswell, GA, 30076

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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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Employment History
Current Registrations
Howard Capital Management, INC.
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - March 2018 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - March 2018 · 1 yr 6 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Kramer K Shiflett - Financial Advisor | TrueAdvisor