Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Howard is a financial advisor with over 35 years of experience in the industry. Dale is currently registered with LPL Financial LLC and has been with the firm since 1993. Dale is also registered as an Investment Advisor Representative in Texas. Dale has a wide range of experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Dale holds Series 3, 7, 24, and 63 licenses. Dale's primary business is with LPL Financial LLC but also runs KD Howard Investments, Inc., an S Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/28/2013 - Present
LPL Financial LLC (BRAWLEY CA)
CA
02/21/1990 - 06/21/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
09/22/1987 - 02/27/1990
PLANNER'S INDEPENDENT MANAGEMENT, INC. (SAN MARCOS CA)
BC
Issued 08/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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