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Seth Howard

Advisor at Primerica Advisors

Updated today

Location

Lombard, IL 60148

Credentials

Series 63, Series 65

Industry experience

2 years

About

Seth Howard is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in pet sitting through Rover Pet Sitting. Park Avenue Securities serves a wide retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and supports a variety of account-level services including securities-based lending and tax-harvesting.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Business exit / sale strategy Tax-loss harvesting

Occupation focus

Based on Primerica Advisors

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)

Commissions

Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.

Project-based

Hourly financial planning or consulting fees generally range from $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.

Other

Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.

Location

377 E Butterfield Rd., 270

Lombard, IL 60148

Most active in

Arizona · California · Illinois · Indiana · Iowa · Michigan · Minnesota · Missouri · New Jersey · Virginia · Wisconsin

Work history

Park Avenue securities

2025 - Present (1 year)

Guardian life Insurance Company

2025 - Present (1 year)

Guardian life Insurance Company

2025 - 2025 (1 year)

Park Avenue securities

2025 - 2025 (1 year)

Park Avenue securities

2023 - 2025 (2 years)

Uber

2022 - 2022 (1 year)

Guardian life Insurance Company

2021 - 2025 (4 years)

DC Employment Services

2020 - 2020 (1 year)

Dacha Beer Garden

2019 - 2020 (1 year)

Trader Joe's

2019 - 2021 (2 years)

Eureka Facts

2018 - 2018 (1 year)

Uber

2018 - 2019 (1 year)

Howard Farms Co., Inc.

2017 - 2017 (1 year)

Hancher Auditorium

2015 - 2017 (2 years)

University of Iowa

2015 - 2017 (2 years)

Iowa Lions Eye Bank

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Active portfolio management Options & derivatives strategies Private / alternative investments
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General retirement planning Social Security optimization Tax-loss harvesting
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Active portfolio management Options & derivatives strategies Concentrated stock management
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