Howard Vari is a registered investment advisor at LPL Financial LLC, based in Poland, OH, with 45 years of industry experience. Howard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
263 West Mckinley Way Ste 104, Poland, OH, 44514
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1993Other Business Activities
Howard operates H. Vari & Company LLC as a DBA for his LPL business, dedicating full-time hours to it. He also serves as a Notary Public, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Butcher & Singer INC.Broker
State Registrations19 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.
Exams
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