HO
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Howard Orlick

22 Years of Experience
Freehold, NJ
Broker

Howard Orlick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Freehold, NJ, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

57 Schanck Road, Suite C-1, Freehold, NJ, 07728

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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

Howard is a partner at Orlick & Co., LLP d/b/a OBM Associates, an accounting firm, since 2002. He is the managing member and dedicates about half of his time to this business, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Raymond James Financial Services
January 2004 - January 2009 · 5 yrs
State Registrations12 states
AZCAFLMAMDNJNYOHPARISCVA
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.