Raymond James & Associates
44yrs
Top advisor by experience in Greenville
22yrs
Robert Howard
Financial advisor at Wells Fargo Advisors
Robert Howard has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Greenville, North Carolina. After four years at First Citizens Investor Services and three years at PNC Wealth Management, Robert joined Wells Fargo Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 123 advisors with offices in Greenville, and one of 118 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 70% of advisors in North Carolina
Office695 E Arlington Blvd Stes 101 & 200, Greenville, NC 27858
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2015 – 2019First Citizens Investor Services, Inc.Previously
- 2012 – 2015PNC Wealth Management LLCPreviously
- 2009 – 2012BB&t Investment Services, Inc.Previously
- Mar 2007 – Feb 2009
- Feb 2007 – Mar 2007UBS Financial Services Inc.Previously
Contact Robert
Local office(252) 756-6900Ask for Robert. (314) 875-3000Main office · St. Louis, MO 695 E Arlington Blvd Stes 101 & 200Greenville, NC 27858Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (252) 756-6900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Howard.
How long has Robert been a financial advisor?
Robert has been in the industry since 2004, about 22 years. More experience than 70% of advisors in North Carolina.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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