Unclaimed
John Hartley Howard is a financial advisor at LPL Financial LLC, with over 35 years of experience in the industry. John has experience with Ameriprise Financial Services, LLC, ProEquities, Inc., John Hancock Mutual Life Insurance Company, John Hancock Distributors, Inc., Corporate Securities Group, Inc., and W. S. Griffith & Co., Inc. John is registered with the state of Florida as a Registered Investment Advisor and Broker-Dealer. John holds Series 63, 7, and SIE licenses and is also a Certified Financial Planner and Chartered Financial Consultant. John provides financial planning, pension consulting, portfolio management for businesses and individuals, selection of other advisors, and educational seminars.
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
01/01/2025 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
05/16/2016 - 06/27/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Tallahassee FL)
FL
02/24/1995 - 06/03/2016
PROEQUITIES, INC. (TALLAHASSEE FL)
MA
09/17/1993 - 08/31/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
09/17/1993 - 02/15/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MO
10/11/1990 - 08/13/1993
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
CT
05/12/1986 - 10/18/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
03/01/1985 - 06/10/1986
PROTECTIVE EQUITY SERVICES, INC.
BC
Issued 02/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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