Howard Financial Services, Ltd.

Howard Financial Services, Ltd. (CRD# 107978) is a financial advisory firm headquartered in Dallas, TX. They manage $1,281,308,335 in 1,430 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
8350 Meadow Road, Suite 181, Dallas, TX 75231
http://www.hfs-wm.com
By the Numbers
  • Total Assets Under Management
    1,281
    MILLION
  • Total Number of Accounts
    1,430
    ACCOUNTS
  • Average Account Value
    $896,020
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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, LA, MA, NC, NJ, NM, NY, OH, TN, TX

Financial Advisors at Howard Financial Services, Ltd.
Showing 11 - 15 of 15 top financial advisors.
11
Ross Morrow, financial advisor Dallas TX
Ross A. Morrow
CRD#: 5288030
8350 Meadow Road, Suite 181, Dallas, TX 75231

Ross Morrow (CRD# 5288030) 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.

12
John Roppolo, financial advisor Dallas TX
John M. Roppolo
CRD#: 6784634
8350 Meadow Road, Suite 181, Dallas, TX 75231

John Roppolo (CRD# 6784634) 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.

13
Emily Swerdlow, financial advisor Dallas TX
Emily N. Swerdlow
CRD#: 5923835
8350 Meadow Road, Suite 181, Dallas, TX 75231

Emily Swerdlow (CRD# 5923835) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 8 years of experience in the finance industry.

14
Shelby Henderson, financial advisor Dallas TX
Shelby A. Henderson
CRD#: 7638291
8350 Meadow Road, Suite 181, Dallas, TX 75231

Shelby Henderson (CRD# 7638291) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has 1 year of experience in the finance industry.

15
Erik Taggart, financial advisor Dallas TX
Erik Taggart
CRD#: 7446026
8350 Meadow Road, Suite 181, Dallas, TX 75231

Erik Taggart (CRD# 7446026) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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