Aaron Wesley Howard
Investment adviser representative at LPL Enterprise, LLC
13 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Aaron Wesley Howard? Claim your profile
Contact this firm
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
13 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaMar 2024 to now
- Pruco Securities LLCMar 2024 to Nov 2024
- Hornor, Townsend, & Kent LLCJan 2024 to Jan 2024
- Penn Mutual Life Insurance CompanyJan 2024 to Jan 2024
- University of MiamiAug 2021 to May 2022
- Delphi Wealth PartnersJan 2021 to Jan 2024
- Tyrone Mitchell Law FirmJan 2018 to Jan 2019
- Colorado Mesa UniversityAug 2017 to May 2021
- UnemployedJun 2017 to Jul 2017
- StudentAug 2011 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 7454105
- Firm CRD
- 8733