Elizabeth Howey
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
10 years in the industry.
- LPL Financial LLCMar 2024 to now
- TrustageJan 2024 to now
- Eagle Strategies LLCAug 2022 to Jan 2024
- Nylife Securities LLCDec 2021 to Jan 2024
- Integrated Financial StrategiesJun 2019 to Jan 2024
- Southern Ute Tribal GovernmentOct 2018 to Aug 2021
- City of DurangoOct 2018 to Jun 2020
- Sunute Community CenterSep 2018 to Aug 2021
- Amare, IncJun 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MI, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7312046
- Firm CRD
- 6413