Curtis Howard
Curtis Howard is a registered investment advisor at LPL Financial LLC, based in Bigfork, MT, with 33 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
104 Jewel Basin Ct Ste 2, Bigfork, MT, 59911
Get directionsHistory
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.
Exams
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