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Ross Austin Morrow

Howard Financial Services, Ltd.

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About Ross Austin Morrow

Ross Austin Morrow is an investment advisor representative associated with Howard Financial Services, Ltd. Ross has been working in the financial services industry since January 2009. Ross holds a Series 6, Series 7, Series 63, Series 65 and SIE licenses.

Firm Information

Ross Morrow 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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Ross Morrow’s Registration & Firm History

TX

07/14/2017 - Present

Howard Financial Services, Ltd. (DALLAS TX)

TX

01/21/2009 - 06/05/2017

MERCER ALLIED COMPANY, L.P. (DALLAS TX)

FL

04/19/2007 - 11/05/2007

WACHOVIA SECURITIES, LLC (DAVENPORT FL)

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Licenses & Designations

IA

Issued 12/10/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/18/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross Austin Morrow.
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