William Loyd Gray
Investment adviser representative at Howard Financial Services, Ltd.
14 yearsExperience
1 stateRegistered in
$1.4BFirm assets
32 yearsFirm in business
Are you William Loyd Gray? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Howard Financial Services, Ltd.Jan 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Howard Financial Services, Ltd.
$1.4BAssets managed
446Clients
15Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4497339
- Firm CRD
- 107978