Howard
Sloan

Lpl Financial LLC

CRD#1360090
Investment Advisor
in Annandale, VA

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About this Advisor

Howard Sloan is a financial advisor based in Annandale, Virginia, working with Lpl Financial LLC. Howard has previously held a position at Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.). Howard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Texas, and Virginia. Currently, Howard is part of Lpl Financial LLC, which operates out of Annandale, Virginia. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7630 Little River Tpk. Ste.611
Annandale, VA 22003

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

VA Average: $646,059,043
Total Number of Employees

35,841

VA Average: 13
Total Number of Accounts

1,910,545

VA Average: 661
Average Account Size

$242,588

VA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Howard Sloan Work History

1985 - Present (39 years)

Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.)

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Disclosures

Please visit the SEC profile of Howard Sloan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Moffitt
Baton Rouge, LA
Christopher Claude
Altamonte Springs, FL
Kedishia Grant
Fort Mill, SC
John Senchak
Hyde Park, NY
London Cook
Oak Harbor, WA
David Stroud
Springfield, OH
Frederick Martens
Novato, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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