Howard Hite
Howard Hite is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Toano, VA, with 53 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Toano, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Howard works as a financial advisor through Kestra Investment Services and Kestra Advisory Services, dedicating nearly full-time hours to these activities. He also serves as an insurance agent with Boden Wealth, spending nearly full-time hours determining client insurance needs, and is a committee member at Camp Hill United Methodist Church, spending minimal time on formulating the annual budget.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Allstate Financial Services, LLCBroker
New England SecuritiesBroker
Princor Financial Services CorporationBroker
Fahnestock & CO., INC.Broker
Princor Financial Services CorporationBroker
Janney Montgomery Scott INC.Broker
Penn Mutual Equity Services, INC.Broker
Blc Equity Services CorporationBroker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations6 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.