Howard Pinson
Howard Pinson is a CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Owings Mills, MD, with 36 years of industry experience. Howard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B 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 | 3.00% |
Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
Owings Mills, MD
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Howard operates under multiple DBAs for his LPL business, including Gateway Financial Partners and Pinson Wealth Management. He is also an IAR with Gateway Wealth Partners, dedicating about half of his time to providing investment advisory services through them.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
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.
Exams
More Advisors
- Jared Taylor, CFP
- John Juliano, CFPT. Rowe Price Advisory Services, INC.
- Erin Ansalvish, CFP
- Andrew Heiges, CFPT. Rowe Price Advisory Services, INC.
- Christopher Photiou, CFPT. Rowe Price Advisory Services, INC.
- Vytas Rivers, CFP