Howard Mcelfresh
Howard Mcelfresh is a CFA-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Johnstown, PA, with 22 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
216 Franklin St, Johnstown, PA, 15901-1911
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriserv Wealth Advisors INC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Edward JonesBroker
Nylife Securities LLCBroker
Morgan Asset Management, INC.
Amsouth Asset Management, INC.
Amsouth Investment Management Company LLC
Fidelity Brokerage Services, INC.Broker
Hefren-Tillotson, INC.Broker
First Jersey Securities, INC.Broker
State Registrations1 state
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
More Advisors
- Joseph Goodwin, CFPEagle Strategies LLC
- John Paros, ChFCMML Investors Services, LLC
- Gunnar Laasanen, CFPCetera Investment Advisers LLC
- Dennis Brawley, CFPBoldin Advisors
- Don Hall, ChFCCetera Investment Advisers LLC
- Ethan Stewart, CFPCetera Investment Advisers LLC