Randall
Horton

Howard Financial Services, LTD

CRD#5450897
Investment Advisor
in Dallas, TX

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About this Advisor

Randall Horton is a financial advisor operating out of Dallas, Texas, with a total of 10 years of industry experience. Horton is an employee of Howard Financial Services, LTD. They have spent their entire career at Howard Financial Services, Ltd. Horton holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Howard Financial Services, LTD is an advisory firm that has its headquarters in Dallas, TX. It handles $989 million in assets under management across its 1,282 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 1,282 customer accounts, 58% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a number 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 fee schedules are based on the type of financial services offered. However, fee types charged by Howard Financial Services, LTD most likely consist of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

8350 Meadow Road Suite 181
Dallas, TX 75231

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Howard Financial Services, LTD Brokerage Details

Total Assets Under Management

$988,514,935

TX Average: $3,042,739,679
Total Number of Employees

22

TX Average: 49
Total Number of Accounts

1,282

TX Average: 2,315
Average Account Size

$771,072

TX Average: $1,314,358

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

Randall Horton Work History

Randall has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Howard Financial Services

*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 Randall Horton 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

John Roppolo
Dallas, TX
Randall Horton
Dallas, TX
Shelby Henderson
Dallas, TX
Gregory Mangelsdorf
Dallas, TX
William Gray
Dallas, TX
Stephen Howard
Dallas, TX
Erik Taggart
Dallas, TX
Emily Swerdlow
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.

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