Howard Monte is a registered investment advisor at LPL Financial LLC, based in Gilbert, AZ, with 20 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
3303 E Baseline Rd Ste 107, Gilbert, AZ, 85234
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Regulatory History (1)
Customer Dispute
February 2013Other Business Activities
Howard operates Clarity Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor. He dedicates full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
Clarity Wealth Management, L.L.C.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
Banc of America Investment Services, INC.Broker
Chase Investment Services CORP.Broker
State Registrations8 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.