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Howard William Montfort

Scherer Financial Advisory Services, LLC

Dallas, TX

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Current Employers
Scherer Financial Advisory Services, Llc

16250 Knoll Trail Drive Suite 207, Dallas, TX 75248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-06
  • TX RA
    APPROVED
    Since 2021-12-06

Branch Locations

16250 Knoll Trail Drive Suite 207, Dallas, TX 75248 • 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
Raymond James Financial Services, Inc. Dallas TX 10/2016 03/2022
Raymond James Financial Services Advisors Inc. Dallas TX 10/2016 03/2022
Retired Dallas TX 10/2012 10/2016
Scherer Financial Advisory Services, Llc Dallas TX 11/2021 Present
Previous Registrations
Other Businesses

I currently sell variable annuities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-10-16
  • S63 Uniform Securities Agent State Law Examination
    1985-10-16
Other Names
  • Dusty Montfort
  • Howard Montfort
  • Howard William Montfort
  • Howard William Montfort

View on SEC IAPD

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