Gregory Howard
Gregory Howard is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 33 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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 →Other Business ActivitiesSells Insurance
Gregory is an NRA pistol instructor, co-member of Howard Brothers Holding Co LLC (owning a commercial building), owner/member of IKA LLC (martial arts instruction), and sole member of Kokondo Karate and Jukido Jujutsu Association LLC. He also serves as Co-President and Co-Member of Howard Financial and Associates PLLC, where he is involved in insurance and fixed annuity sales, taking about half of his time.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Main Street Management CompanyBroker
Howard Financial Planners INC.
State Registrations21 states
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