Howard Daher is a registered investment advisor at LPL Financial LLC, based in Plantation, FL, with 26 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
1250 S Pine Island Rd Ste 350, Plantation, FL, 33324
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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.
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Howard operates under the DBAs Daher Capital Group, LLC (since 2010) and LegacyRetirement Plan Advisors (since 2015). He spends about 10-20% of his time on the latter, which is an entity for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Centurion Group, LLC
Nrp Advisors, INC.
Nrp Financial, INC.Broker
NFP Securities, INC.Broker
Valmark Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Mutual Service CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Princor Financial Services CorporationBroker
Dean Witter Reynolds INC.Broker
Corporate Securities Group, INC.Broker
State Registrations3 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.