Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Xavier Howell is a financial advisor at LPL Financial LLC in Coconut Creek, Florida. David has been in the financial services industry since 1988. Prior to joining LPL, David was a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has a strong background in financial planning and portfolio management. He is also a registered representative with the Financial Industry Regulatory Authority (FINRA). David is committed to providing his clients with personalized financial advice and guidance. He works with individuals, families, and businesses to help them achieve their financial goals.
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.
1
2
FL
08/06/2018 - Present
LPL Financial LLC (COCONUT CREEK FL)
FL
09/21/2001 - 08/03/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CORAL SPRINGS FL)
NY
07/01/1997 - 10/09/2001
QUICK & REILLY, INC. (NEW YORK NY)
TX
10/09/1990 - 06/11/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
01/18/1989 - 05/30/1990
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
06/22/1988 - 01/17/1989
J. W. GANT & ASSOCIATES, INC.
IA
Issued 12/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/14/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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