Howard BrodCRD Number: 4447196
Current Firm: Insight Private Advisors, LLC
Howard Brod (CRD# 4447196) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Coral Springs, FL and has over 16 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Lpl Financial, LLC||Coral Springs, FL||Nov 2014 - Current||3|
|Insight Private Advisors, LLC||Flemington, NJ||Nov 2014 - Current||3|
|Optimus Risk & Investment Strategies Inc.||Coral Springs, FL||Mar 2013 - Current||4|
|Hugh Wood||New York, NY||Nov 2010 - Current||7|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2010 - Nov 2014||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2010 - Nov 2014||4|
|Brod Coverage Group||Matwan, NJ||Jan 2005 - Nov 2010||5|
|New England Securities||Boston, MA||Oct 2009 - Apr 2010||< 1|
|Lincoln Financial Advisors Corp.||Manalapan, NJ||Aug 2007 - Oct 2009||2|
|Linsco/private Ledger Corp.||Brooklyn, NY||Apr 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management251MILLIONS
Total Number of Accounts1,482ACCOUNTS
Average Account Value$169,580
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TX, VA
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