Patrick Howard is a registered investment advisor at LPL Financial LLC, based in El Cajon, CA, with 6 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is involved in several business activities, including Patrick Howard, CPA, Inc., HNK, CPAS LLP (where he spends about half his time), HNK Advisors (where he spends about a quarter of his time), The Howard Family Trust, Imperial Beach Business Incubator, LLC, and real estate rental. Some of these activities are investment-related, while others are for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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