David Howell
David Howell is a registered investment advisor at LPL Financial LLC, based in Coconut Creek, FL, with 37 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
6810 N State Rd 7, Ste 138, Coconut Creek, FL, 33073
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2000Other Business Activities
David has a 95% ownership stake in Lighthouse Key Financial Services, INC. since 2018, which is for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Quick & Reilly, INC.Broker
Charles Schwab & CO., INC.Broker
Dominick & Dominick, IncorporatedBroker
J. W. Gant & Associates, INC.Broker
State Registrations19 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.