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Randall Wyatt Horton

Howard Financial Services, Ltd.

Dallas, TX

CRD 5450897

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Employer firm

Howard Financial Services, Ltd. CRD 107978

$1.40B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Howard Financial Services, Ltd.

8350 Meadow Road Suite 181, Dallas, TX 75231 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-08-14
  • TX RA
    APPROVED
    Since 2013-08-14

Branch Locations

8350 Meadow Road Suite 181, Dallas, TX 75231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Howard Financial Services Dallas TX 12/2013 Present
  • 12/2013 → Present
    Howard Financial Services
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-14
S63 Uniform Securities Agent State Law Examination 2008-03-10
  • S65 Uniform Investment Adviser Law Examination
    2013-08-14
  • S63 Uniform Securities Agent State Law Examination
    2008-03-10

View on SEC IAPD

Nearby Firms

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Nearby Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry

Nearby Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX

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