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Robert Howard

LPL Financial LLC
33 Years of Experience
Van Alstyne, TX
1 DisclosureBroker
View SEC Summary
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Robert Howard is a registered investment advisor at LPL Financial LLC, based in Van Alstyne, TX, with 33 years of industry experience. Robert 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Van Alstyne, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2019
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert operates as Texoma Wealth Advisors, a DBA for his LPL business, since 2025. This investment-related activity takes about half of his time.

Employment History
Current Registrations
LPL Financial LLC
January 2025 - Present · 1 yr 9 mos
LPL Financial LLC
January 2025 - Present · 1 yr 9 mos
LPL Financial LLCBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Wedbush Securities INC.
April 2019 - January 2025 · 5 yrs 9 mos
Wedbush Securities INC.Broker
April 2019 - January 2025 · 5 yrs 9 mos
Raymond James & Associates, INC.
February 2013 - February 2019 · 6 yrs
Raymond James & Associates, INC.Broker
February 2013 - February 2019 · 6 yrs
Morgan Keegan & Company, INC.Broker
October 2009 - February 2013 · 3 yrs 4 mos
Morgan Keegan & Company, INC.
October 2009 - February 2013 · 3 yrs 4 mos
Colonial Brokerage, INC.Broker
July 2007 - October 2009 · 2 yrs 3 mos
Colonial Asset Management INC
July 2007 - October 2009 · 2 yrs 3 mos
Uvest Financial Services Group, INC.Broker
October 2005 - June 2006 · 8 mos
Uvest Financial Services Group, INC.
October 2005 - June 2006 · 8 mos
Wachovia Securities, LLC
January 2005 - September 2005 · 8 mos
Wachovia Securities, LLCBroker
January 2005 - September 2005 · 8 mos
Southtrust Securities, LLCBroker
September 2001 - December 2004 · 3 yrs 3 mos
Wm Financial Services, INC.Broker
April 2001 - September 2001 · 5 mos
CUNA Brokerage Services, INC.Broker
July 1999 - May 2001 · 1 yr 10 mos
Offerman & CompanyBroker
August 1998 - July 1999 · 11 mos
Compass Brokerage, INC.Broker
January 1996 - August 1998 · 2 yrs 7 mos
Fidelity Brokerage Services, INC.Broker
February 1993 - January 1996 · 2 yrs 11 mos
Equico Securities, INC.Broker
February 1992 - January 1993 · 11 mos
The Equitable Life Assurance Society of the United StatesBroker
February 1992 - January 1993 · 11 mos
State Registrations3 states
FLOKTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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