Chasity Marie Chavez

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

• 06/2023 → Present
  Howard Financial Services, Ltd.
  Dallas, TX
• 06/2019 → 06/2023
  Tru By Hilton
  Lubbock, TX
• 06/2022 → 08/2022
  Money Concepts
  San Antonio, TX
• 11/2018 → 06/2019
  Chop Chop
  Lubbock, TX
• 06/2018 → 11/2018
  Fuzzy's Taco Shop
  Lubbock, TX
• 04/2018 → 06/2018
  Student
  Lubbock, TX
• 12/2017 → 04/2018
  Chop Chop
  Lubbock, TX
• 08/2017 → 12/2017
  Chick Fil A
  Lubbock, TX
• 08/2016 → 08/2017
  Student
  Lubbock, TX

Designations

• Certified Financial Planner

Other Names

• Chasity Chavez