Mason
Clark
Howard Financial Services, LTD
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About this Advisor
Mason Clark is a financial advisor based in Dallas, Texas with a total of 4 years of relevant experience. Clark is currently employed by Howard Financial Services, LTD. Over the course of their career, Clark has held roles at Howard Financial Services, LTD, Sullivan, Bruyette, Speros & Blayney, Texas Tech University, Alamo Drafthouse Cinema, Investment Advisory Services, Party City, Willowfork Country Club and Katy Independent School District. Clark maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Louisiana and Texas. Howard Financial Services, LTD is a registered investment business operating out of Dallas, TX. It has $989 million in assets under management among its 1,282 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 1,282 accounts, 58% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a broad set of services, such as 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. Financial management fees depend on which services the firm provides the client. However, fees billed by Howard Financial Services, LTD likely include any blend of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$988,514,935
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
22
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,282
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$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
Mason Clark Work History
Mason has been registered as a financial advisor for 4 years.*
Howard Financial Services , LTD
Sullivan, Bruyette, Speros & Blayney
Texas Tech University
Investment Advisory Services
Alamo Drafthouse Cinema
Willowfork Country Club
Texas Tech University
Party City
Katy Independent School District
*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 Mason Clark 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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