Curtis Howard is a registered investment advisor at LPL Financial LLC, based in Bemidji, MN, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Bemidji, MN
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2019Employment Separation After Allegations
August 2017Customer Dispute
October 2008Other Business Activities
Curtis is a financial advisor with Cornerstone Wealth Management and Cornerstone Wealth Portfolios, spending nearly full-time on these activities. He also purchases cattle through Phoenix Wealth Partners for tax/investment purposes, dedicating nearly full-time to this as well, and serves as a board member for Bemidji Town & Country Club, spending minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Level Four Financial, LLC
Level Four Financial, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations7 states
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.