HV
HV

Howard Verfaillie

21 Years of Experience
Mullica Hill, NJ
May Earn Commission

Howard Verfaillie is a registered investment advisor at LPL Financial LLC, based in Mullica Hill, NJ, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Mullica Hill, NJ

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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

Howard operates his LPL business through Victory Wealth Partners, dedicating nearly full-time hours to it. He also co-owns 401K Properties and Victory Hill, LLC, spending minimal time on these non-investment related activities.

Employment History
Current Registrations
LPL Financial LLC
July 2023 - Present · 2 yrs 9 mos
Victory Wealth Partners
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Victory Fiduciary Consulting
February 2004 - December 2020 · 16 yrs 10 mos
State Registrations2 states
MANJ
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.
Howard Verfaillie - Financial Advisor | TrueAdvisor