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Randall Wyatt Horton

Howard Financial Services, Ltd.

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About Randall Wyatt Horton

Randall Wyatt Horton is an investment advisor representative with Howard Financial Services, Ltd. Randall is registered with the state of Texas and has been in the industry since February 2008. Randall has passed the Series 63, Series 65 and Series 7 exams. Randall specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Randall also manages portfolios for pooled investment vehicles. Prior to joining Howard Financial Services, Ltd., Randall worked at Victory Capital Advisers, Inc.

Firm Information

Randall Horton is currently registered with Howard Financial Services, Ltd.. Howard Financial Services, Ltd. is an investment advisor based in Dallas, Texas. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage over $1.2 billion in assets for high-net-worth individuals, pooled investment vehicles, and charitable organizations.
Howard Financial Services, Ltd.

8350 MEADOW ROAD

DALLAS, TX 75231

$1.28B

Assets Under Management

8

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randall Horton’s Registration & Firm History

TX

08/14/2013 - Present

Howard Financial Services, Ltd. (DALLAS TX)

TX

02/15/2008 - 05/20/2009

VICTORY CAPITAL ADVISERS, INC. (AUSTIN TX)

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Licenses & Designations

IA

Issued 08/14/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randall Wyatt Horton.
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