Albi
Kacani
Howard Financial Services, LTD
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About this Advisor
Albi Kacani is a certified financial planner working out of Dallas, Texas, who has 10 years of relevant experience. Kacani is an employee of Howard Financial Services, LTD. During their career, the advisor has held roles at Howard Financial Services and Wells Fargo. Kacani maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Texas. Howard Financial Services, LTD is an advisory business based in Dallas, TX. It manages $989 million in total assets across its 1,282 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 1,282 client accounts, 58% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on which services are provided. Fees charged by Howard Financial Services, LTD may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Howard Financial Services, LTD Brokerage Details
$988,514,935
22
1,282
$771,072
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Albi Kacani Work History
Albi has been registered as a financial advisor for 10 years.*
Howard Financial Services
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Albi Kacani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Howard Financial Services, LTD
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
