Matthew Howard is a registered investment advisor at LPL Financial LLC, based in El Cajon, CA, with 7 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
1950 Cordell Court, Ste 101, El Cajon, CA, 92020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates HNK Advisors as a DBA for his LPL business, dedicating about half of his time. He is also involved with HNK, CPAS, LLP, providing tax preparation, accounting, and CPA services, and Matthew Howard, CPA INC, a business entity for tax/investment purposes, also taking about half of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 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.