Michael Howell, financial advisor Modesto CA
89 score

Michael Howell

CRD Number: 6127551
Current Firm: Lpl Financial LLC

Michael Howell (CRD# 6127551) is an Investment Advisor Representative working at Lpl Financial LLC in Modesto, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Modesto, CA Aug 2013 - Current 3
Blom & Swain Financial Modesto, CA Oct 2012 - Jul 2013 < 1
Oak Valley Community Bank Oakdale, CA Aug 2010 - Oct 2012 2
Wells Fargo Financial Modesto, CA Jun 2009 - Jul 2010 1
Azusa Pacific University Azusa, CA Sep 2006 - May 2009 2
Azusa Pacific University Azusa, CA Sep 2005 - May 2009 3
Old Spaghetti Factory Duarte, CA Jun 2008 - Jul 2008 < 1
Old Spaghetti Factory Duarte, CA May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Michael J. Howell
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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