Howard
Sloan
Lpl Financial LLC
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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
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.)
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.
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