George Howard
George Howard is a registered investment advisor at LPL Financial LLC, based in Atlantic, IA, 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
1908 E. 7th St., Atlantic, IA, 50022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George operates Cherry Corner Wealth Management as a DBA for his LPL business and owns Cherry Corner Building, a real estate rental. He also co-owns Cherry Corner Agency, Inc., an insurance agency selling life, health, and long-term care insurance, dedicating nearly full-time hours to this. Additionally, George owns Mulberry-Mat, a self-service laundromat, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Guardian Investor Services CorporationBroker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations13 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.