Howard Financial Services, Ltd.

Howard Financial Services, Ltd. (CRD# 107978) is a financial advisory firm headquartered in Dallas, TX. They manage $790,973,515 in 1,390 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    791
    MILLION
  • Total Number of Accounts
    1,390
    ACCOUNTS
  • Average Account Value
    $569,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Howard Financial Services, Ltd.
Showing 1 - 10 of 13 top financial advisors.
1
Shaun M. Dowling
CRD#: 5495420
8350 Meadow Road, Suite 181, Dallas, TX 75231
96
Wealthminder
score

Shaun Dowling (CRD# 5495420) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 9 years of experience in the finance industry. Shaun Dowling 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.

2
Lance D. Jamerson
CRD#: 4264435
8350 Meadow Road, Suite 181, Dallas, TX 75231
96
Wealthminder
score

Lance Jamerson (CRD# 4264435) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 17 years of experience in the finance industry. Lance Jamerson 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.

3
Briton M. Chamberlain
CRD#: 4815403
8350 Meadow Road, Suite 181, Dallas, TX 75231
93
Wealthminder
score

Briton Chamberlain (CRD# 4815403) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 13 years of experience in the finance industry.

4
Derek D. Childs
CRD#: 5541034
8350 Meadow Road, Suite 181, Dallas, TX 75231
93
Wealthminder
score

Derek Childs (CRD# 5541034) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 6 years of experience in the finance industry. Derek Childs 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.

5
William L. Gray
CRD#: 4497339
Austin, TX
93
Wealthminder
score

William Gray (CRD# 4497339) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Austin, TX and has over 15 years of experience in the finance industry.

6
Randall W. Horton
CRD#: 5450897
8350 Meadow Road, Suite 181, Dallas, TX 75231
93
Wealthminder
score

Randall Horton (CRD# 5450897) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 9 years of experience in the finance industry.

7
Stephen J. Howard
CRD#: 5000726
8350 Meadow Road, Suite 181, Dallas, TX 75231
90
Wealthminder
score

Stephen Howard (CRD# 5000726) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 5 years of experience in the finance industry.

8
Albi Kacani
CRD#: 6213477
8350 Meadow Road, Suite 181, Dallas, TX 75231
89
Wealthminder
score

Albi Kacani (CRD# 6213477) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 4 years of experience in the finance industry. Albi Kacani 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.

9
Catherine Jackson
CRD#: 6198203
8350 Meadow Road, Suite 181, Dallas, TX 75231
88
Wealthminder
score

Catherine Jackson (CRD# 6198203) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 2 years of experience in the finance industry.

10
Emily N. Brooks
CRD#: 5923835
8350 Meadow Road, Suite 181, Dallas, TX 75231
87
Wealthminder
score

Emily Brooks (CRD# 5923835) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 2 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.