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 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 4,121 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gateway Wealth charges an annual fee based on the amount of your investments they manage. This fee can be up to 2.00% per year, depending on the size and composition of your portfolio, the services you receive, and who provides the services. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a lower fee based on factors like future earning potential or the amount of assets managed.
Location
Owings Mills, MD
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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, LLC
AXA Advisors, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance 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.