William GrayCRD Number: 4497339
Current Firm: Howard Financial Services, Ltd.
William Gray (CRD# 4497339) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Austin, TX and has over 14 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Howard Financial Services, Ltd.||Dallas, TX||Jan 2012 - Current||4|
|Goodpasture Gray||Houston, TX||Aug 2011 - Dec 2011||< 1|
|Self Employed||Austin, TX||Apr 2011 - Jul 2011||< 1|
|Price Wealth Management||Austin, TX||Sep 2010 - Mar 2011||< 1|
|Self Employed||Austin, TX||Aug 2009 - Aug 2010||1|
|Austin Capital Management||Austin, TX||Dec 2002 - Jul 2009||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management791MILLIONS
Total Number of Accounts1,390ACCOUNTS
Average Account Value$569,046
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, TX
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