CH
CFP
CH
CFP

Chris Howard

24 Years of Experience
Sun City, AZ
Broker

Chris Howard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sun City, AZ, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

10706 W Bell Rd, Sun City, AZ, 85351

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Chris owns rental real estate, dedicating a few hours per week to it. He also operates under the DBA Flagstar Wealth Services for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
September 2017 - Present · 9 yrs
LPL Financial LLCBroker
March 2010 - Present · 16 yrs 6 mos
Previous Registrations
Amtrust Investment Services, INC.Broker
December 2006 - March 2010 · 3 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - November 2005 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2004 - November 2005 · 1 yr 10 mos
E*trade Securities LLCBroker
December 1999 - April 2003 · 3 yrs 4 mos
State Registrations23 states
AZCACOFLGAIAILKYMAMNMOMTNDNENJNVNYOHRISDTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.