David Howard
David Howard is a registered investment advisor at Lifemark Securities CORP., based in Livonia, MI, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
17199 N. Laurel Park Drive, Suite 210, Livonia, MI, 48152
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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
David is an independent insurance agent, selling life, accident, and health insurance products through Howard Financial Services, taking nearly full-time. He also prepares taxes for family and friends through Howard Tax Services for about a quarter of his time during tax season, and serves as treasurer for Moline Music Boosters, dedicating minimal time.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Robert B. Ausdal & CO. INC.Broker
Re-Direct Securities CORPBroker
American Investment Services, INC.Broker
Waddell & Reed, INC.Broker
The Stuart-James Company, IncorporatedBroker
Alliance Securities CorporationBroker
Kettler & CompanyBroker
State Registrations8 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.