Owen Howard is a registered investment advisor at Trueplan Benefit and Retirement Advisors, based in Albany, NY, with 3 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 48 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
HCSC offers investment advisory services to retirement plans and corporate entities, charging either a flat-rate fee, an asset-based fee, or tiered-rate fees. The specific fee structure is agreed upon in the client's Retirement Plan Services and Investment Advisory Agreement. Fees are negotiable and may vary based on the client's circumstances. HCSC does not provide investment advisory services directly to individual retirement plan participants.
Location
Albany, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trueplan Benefit and Retirement Advisors
Healthcare Community Securities CORP.Broker
Healthcare Community Securities CORP.
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mercer Allied Company, L.P.Broker
State Registrations1 state
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