Howard Lemon
Howard Lemon is a registered investment advisor at Ameriprise Financial Services, LLC, based in Sugar Land, TX, with 32 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
2277 Plaza Dr, Ste 650, Sugar Land, TX, 77479-6702
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2013Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations12 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
- Edward DobinAmeriprise Financial Services, LLC
- Peter Horton, CFPAmeriprise Financial Services, LLC
- Scott FinleyAmeriprise Financial Services, LLC
- Hulon Whatley, CFP, PFSAmeriprise Financial Services, LLC
- Alan Jaks, CFPAmeriprise Financial Services, LLC
- Larry Melton, CFPAmeriprise Financial Services, LLC