Joseph Howe is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ephrata, PA, with 27 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
47 E Main St, Ephrata, PA, 17522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates his LPL business through ENB Investment Services. He also works as a high school wrestling official, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
T.H.E. Financial Group, LTDBroker
New England SecuritiesBroker
Signator Investors, INC.Broker
State Registrations23 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.