Charles Howell
Charles Howell is a CFP-designated registered investment advisor at Ip Financial Advisory Services LLC, based in Hollywood, FL, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
450 N. Park Rd, Suite 501, Hollywood, FL, 33021
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2019Customer Dispute
April 2019Customer Dispute
October 2018Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Charles is an insurance agent for Bankers Life and Casualty, selling all insurance products, and a unit field trainer for CNO Financial Inc. He also owns Happy Traffic Inc (traffic education), Charles E Howell CPA PA (tax preparation and bookkeeping), and rental real estate, and is a trustee for the City of Hollywood's pension plan.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Investacorp, INC.Broker
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.