Steven Howe
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- LPL Financial LLCJun 2024 to now
- Broadview Federal Credit UnionAug 2023 to now
- Creasian, LLCJul 2023 to Aug 2024
- UnemployedJan 2023 to Jun 2023
- Stony Brook UniversityMar 2021 to Jan 2023
- The Cheesecake FactoryDec 2018 to May 2021
- Hillstone Restaurant GroupJul 2018 to Dec 2018
- Independent Content CreatorSep 2017 to Jun 2018
- The Cheesecake FactorySep 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7945926
- Firm CRD
- 6413