Curtis Howard
Curtis Howard is a registered investment advisor at LPL Financial LLC, based in Bigfork, MT, with 33 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
104 Jewel Basin Ct Ste 2, Bigfork, MT, 59911
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Regulatory History (1)
Customer Dispute
June 2020Other Business ActivitiesSells Insurance
Curtis is affiliated with Golden State Wealth Management, LLC and LPL Financial. He sells various types of fixed insurance, including life, annuity, disability, LTC, and health insurance, dedicating about 10-20% of his time to these activities, and owns rental real estate, which takes minimal time.
Employment History
Current Registrations
LPL Financial LLC
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Integrity Wealth Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations26 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.