Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Loyd Gray is an investment advisor representative at Howard Financial Services, Ltd. located in Dallas, TX. William Gray has been in the industry since January 2012 and has a Series 65 and Series 66 license. William Gray's firm is registered with the state of Texas and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
02/07/2012 - Present
Howard Financial Services, Ltd. (DALLAS TX)
IA
Issued 09/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/17/2002
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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