Howard Golick
Howard Golick is a registered investment advisor at LPL Financial LLC, based in Basking Ridge, NJ, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
73 Mountainview Blvd, Basking Ridge, NJ, 07920
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 1992Other Business ActivitiesSells Insurance
Howard operates Affinity Investment Services as a DBA for his LPL business. He also sells non-variable insurance through Members Alliance Insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Affinity Investment Services, LLCBroker
Xcu Capital Corporation, INC.Broker
Linsco/private Ledger CORP.Broker
David Lerner Associates, INC.Broker
David Lerner Associates, INC.Broker
State Registrations19 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.