Unclaimed
Howard Styron is a financial advisor with over 25 years of experience in the financial services industry. Howard has a broad range of experience having worked at various financial institutions including Washington Square Securities, Inc., Allstate Financial Services, LLC and T.S. Phillips Investments, Inc. Howard currently works at LPL Financial LLC where he is registered as a Registered Representative.
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
OK
10/31/2019 - Present
LPL Financial LLC (LAWTON OK)
OK
01/02/2008 - 11/01/2019
T.S. PHILLIPS INVESTMENTS, INC. (LAWTON OK)
OK
01/08/2004 - 12/31/2007
T.S. PHILLIPS INVESTMENTS, INC. (LAWTON OK)
NE
02/04/2000 - 01/05/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CT
01/23/1996 - 03/29/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 07/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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