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Brian Howland, CFA®, CFP®

Brian Howland, CFA®, CFP®

Student Manager/Salesperson

Followers of Brian Howland, CFA®, CFP®72 followers
location of Brian Howland, CFA®, CFP®Cincinnati, Ohio, United States

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  • Timeline

  • About me

    Financial Advisor and Investment Manager at 3Sixty Legacy Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

  • Education

    • Miami University

      -
      Bachelor of Arts

  • Experience

    • THE SOUTHWESTERN COMPANY

      May 2003 - Jul 2006
      Student Manager/Salesperson

    • EDWARD JONES INVESTMENTS

      Feb 2007 - Sept 2008
      Financial Advisor

    • PNC BANK (formerly National City Bank)

      Oct 2008 - Feb 2011
      Licensed Financial Consultant

    • J.P. Morgan

      Aug 2011 - Dec 2011
      Trade Operations - Quality Control Associate

    • Ameriprise Financial Services, Inc.

      Jan 2012 - Jan 2018
      Paraplanner - Investment Management team

    • 3Sixty Legacy Financial Group

      Jan 2018 - now
      Financial Advisor and Investment Manager

  • Licenses & Certifications

    • Certified Financial Planner ®

      CFP Board of Standards
      Nov 2012

    • Ohio Life & Health Insurance License

      OH Department of Insurance
      Jun 2007

    • Series 7 License

      FINRA
      May 2007

    • Series 66 License

      FINRA
      Apr 2007

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Aug 2017