Robert Gerard Howard
Investment adviser representative at LPL Enterprise, LLC
15 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaJan 2022 to now
- Pruco Securities, LLC.Jan 2022 to Nov 2024
- UnemployedOct 2021 to Dec 2021
- Truist Advisory Services, Inc.Feb 2021 to Sep 2021
- Truist Investment Services, Inc.Feb 2021 to Sep 2021
- Bb&tJan 2019 to Sep 2021
- Bb&t Securities, LLCJan 2018 to Sep 2021
- BbtisFeb 2011 to Sep 2021
- Bb&t BankFeb 2011 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (VA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2621872
- Firm CRD
- 8733