Ross
Morrow
Howard Financial Services, LTD
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About this Advisor
Ross Morrow is a financial advisor based in Dallas, Texas, with 6 years of relevant experience. Morrow is on the advisory team at Howard Financial Services, LTD. During their career, Morrow has held roles at The Ayco Company, L.P./Mercer Allied and Howard Financial Services, LTD. Morrow has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Howard Financial Services, LTD is a registered investment business that has its headquarters in Dallas, TX. It controls $989 million in total assets across its 1,282 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 1,282 customer accounts, 58% are associated with high-net-worth individuals who have more than $1 million in assets. The business offers 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 advisory fees largely are based on which services the firm provides the client. However, fee types billed by Howard Financial Services, LTD most likely are comprised of some 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
$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
Ross Morrow Work History
Ross has been registered as a financial advisor for 6 years.*
Howard Financial Services, LTD
The Ayco Company, L.P./Mercer Allied
*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 Ross Morrow 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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