El Cajon, CA Cordell Court Office

Matthew Howard is a financial advisor with LPL Financial in El Cajon, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Avantax Advisory Services and 1st Global Capital Corp., as well as over a decade in accounting firms such as Wade, Howard & Associates, CPAs LLP. He is also involved in tax preparation and accounting through his business entity, HNK, CPAS, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple portfolio options.

Patrick Howard is a Series 66-licensed financial advisor with LPL Financial, based in El Cajon, CA, and has six years of industry experience. Prior to joining LPL Financial in 2023, he worked at Avantax Investment Services and Avantax Advisory Services from 2019 to 2023, and at 1st Global Advisors and 1 St Global Capital from 2018 to 2019. In addition to his advisory role, Howard has extensive experience in accounting and tax preparation, including ongoing involvement with HNK, CPAS LLP and his own business entity, Patrick Howard, CPA, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.