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Michael Jerome Howard

Lincoln Investment

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About Michael Jerome Howard

Michael Jerome Howard is a financial advisor who has been working in the industry since 1976. Howard is currently registered with Lincoln Investment and Capital Analysts. Howard's previous employers include Main Street Management Company, American Financial Equities Corporation, Integrated Resources Equity Corporation, and Mark Securities, Inc. Howard has a variety of licenses and registrations, including Series 7, 24, 27, 63, 99TO, and SIE. Howard is also a co-member of Howard Brothers Holding Co. LLC and a co-president of Howard Financial and Associates PLLC. Howard provides financial planning, selection of other advisors, and portfolio management services for businesses and individuals.

Firm Information

Michael Howard is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Howard’s Registration & Firm History

CT

05/07/2004 - Present

Lincoln Investment (HARTFORD CT)

MA

10/14/1988 - 05/07/2004

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

NA

11/20/1987 - 10/31/1988

AMERICAN FINANCIAL EQUITIES CORPORATION

NA

08/27/1985 - 11/18/1987

MAIN STREET MANAGEMENT COMPANY

NA

08/27/1984 - 09/23/1985

INTEGRATED RESOURCES EQUITY CORPORATION

NA

10/01/1976 - 09/06/1984

MARK SECURITIES, INC.

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Licenses & Designations

BC

Issued 08/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/1987

Series 27 - Financial and Operations Principal Examination

BC

Issued 11/13/1984

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jerome Howard.
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