AH
AH

Adam Lemley Howard

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

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Location

1029 Monarch, Suite 150, Lexington, KY, 40513

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is a registered representative and advisor with Lexington Financial Services Group, offering insurance and annuities. He sells life insurance, variable annuities, and fixed indexed annuities.

Employment History
Current Registrations
On Investment Management CO
April 2021 - Present · 4 yrs 10 mos
The O.N. Equity Sales CompanyBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Touchstone Advisors INC
June 2019 - April 2021 · 1 yr 10 mos
Touchstone Securities, INC.Broker
October 2018 - April 2021 · 2 yrs 6 mos
Ohio National Equities, INC.Broker
December 2015 - September 2018 · 2 yrs 9 mos
State Registrations10 states
COFLINKYMINMNVOHORWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.