Aaron Wesley Howard

LPL Enterprise, LLC

4 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management

LPL Enterprise, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2725 advisors

Number of Clients

86,726 clients

Average Client Portfolio

$217K average

Assets Under Management

$18.9B

Fee Structure

Location

2325 East Camelback Road, Suite 100, Phoenix, AZ, 85016

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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.

Other Business ActivitiesSells Insurance

Aaron operates Howard Wealth Advisors as a DBA for his LPL business, specializing in asset management, insurance, tax planning, and estate planning. He dedicates full-time hours to this activity, with about half his time spent during trading hours.