Patrick Howell
Advisor at SPC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Consultation services
Fee options
Fixed fees for comprehensive and segmented financial plans (specific amounts not stated)
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $50,000,000: 0.60% $50,000,001+: 0.12%
Hourly financial planning fees (specific hourly rates not stated)
Ongoing consulting services fees charged monthly or quarterly as agreed with client
Fee-only: Hourly fees for financial planning and consulting services; fixed fees for comprehensive and segmented financial plans; ongoing consulting services fees on a monthly or quarterly basis, as agreed with client
Work history
Parkland Securities LLC
2025 - Present (1 year)
Sigma Planning Corporation
2025 - Present (1 year)
Dynamic Cycling Adventures
2021 - Present (5 years)
Eagle Strategies (NY Life)
2020 - 2024 (4 years)
NYLife Securities LLC
2020 - 2024 (4 years)
New York Life Insurance Co.
2019 - 2024 (5 years)
Guardian life Insurance Company
2019 - 2020 (1 year)
Park Avenue securities
2019 - 2020 (1 year)
Ninja Mountain Bike Performance
2018 - 2023 (5 years)
MML INVESTORS SERVICES
2017 - 2019 (2 years)
Mass Mutual LIfe Insurance Company
2017 - 2019 (2 years)
Unemployed
2016 - 2017 (1 year)
Benidorm Bikes
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
David G
Series 66
Lyndonville, VT
Edward Jones
Shaina C
Series 66
St Johnsbury, VT
Edward Jones
Lauren S
Series 66
St Johnsbury, VT
Edward Jones
Joshua C
Series 65
Essex, VT
Nomadic Value Partners
Ronald S
Series 63, Series 65
Lyndonville, VT
Empower Advisory Group
Staci S
Series 63, Series 66
St. Johnsbury, VT
STIFEL
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