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Robert Gerard Howard

LPL Enterprise, LLC

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About Robert Gerard Howard

Robert Howard is a financial advisor with over 27 years of experience in the financial industry. He has a wide range of experience working with various clients, including individuals, businesses, and retirement plans. Robert currently works with LPL Enterprise, LLC, a firm that specializes in financial planning, portfolio management, and consulting. His experience includes previous roles at firms like Truist Investment Services, Inc., BB&T Securities, LLC, and New England Securities. He holds various licenses and certifications including Series 7, 6, 63, 66, and 24.

Firm Information

Robert Howard is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

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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percentage of assets

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

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Robert Howard’s Registration & Firm History

VA

11/14/2024 - Present

LPL Enterprise, LLC (VIENNA VA)

VA

02/17/2021 - 09/30/2021

TRUIST INVESTMENT SERVICES, INC. (LEESBURG VA)

VA

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

02/20/2008 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (LEESBURG VA)

MD

05/25/2006 - 02/27/2008

NEW ENGLAND SECURITIES (BETHESDA MD)

MN

02/05/2003 - 05/17/2006

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

TX

04/08/1999 - 02/05/2003

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

09/02/1997 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

NY

06/09/1995 - 05/30/1997

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/08/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Gerard Howard. Review regulatory record here.
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