Howard Moyer is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 19 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Howard spends the majority of his time (97%) at Gephart Moyer Financial Advisors, his LPL business. He also spends about half his time as a registered investment advisor with Private Advisor Group, LLC.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
Hudock Moyer Wealth Resources, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
State Registrations12 states
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