Howard Aspacher (CRD# 1013678) is an Investment Advisor Representative working at Lincoln Investment in Tyrone, GA and has over 30 years of experience in the finance industry. Howard Aspacher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5438618
Invesco Advisers, Inc.
CRD# 5695183
Collective Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Analysts | Fort Washington, PA | Mar 2023 - Current | 1 |
| Lincoln Investment | Tyrone, GA | Jan 2017 - Current | 7 |
| Legend Advisory Corporation | Palm Beach Gardens, FL | Jul 2011 - Sep 2019 | 8 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Jan 1994 - Jan 2017 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
- GA
- NY
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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