William Ramsey Moran

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 08/2021
  Trinsic Real Estate Group
  Dallas, TX
• 05/2022 → 08/2022
  Howard Financial Services
  Dallas, TX
• 06/2023 → Present
  Howard Financial Services
  Dallas, TX
• 08/2014 → 05/2019
  Jesuit College Preparatory School Of Dallas
  Dallas, TX
• 08/2019 → 05/2023
  Lafayette College
  Easton, PA

Designations

• Chartered Financial Analyst

Other Names

• William Moran