Grafton Howland (CRD# 728723) is an Investment Advisor Representative working at Howland Advisory Corporation in Dallas, TX and has over 42 years of experience in the finance industry. Grafton Howland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| G. Dulany Howland Advisory Corp. | Dallas, TX | Oct 1991 - Current | 32 |
| G. Dulany Howland & Company | Dallas, TX | Oct 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1981 |
- TX
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Total Assets Under Management25MILLIONS
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Total Number of Accounts49ACCOUNTS
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Average Account Value$519,044
- 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
- Selection of other advisers (including private fund managers)
- Other
TX
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