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Shaun Michael Dowling

HOWARD FINANCIAL SERVICES, LTD.·DALLAS, Texas
Series 65Clean record18 years registeredHOWARD FINANCIAL SERVICES, LTD.
8350 MEADOW ROAD, DALLAS, TX 75231CRD# 5495420Firm CRD# 107978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shaun Michael Dowling · DALLAS, TX
Registration
CRD #5495420 · HOWARD FINANCIAL SERVICES, LTD. · 18 years registered
Brand Profile
Not yet started
01

Career History

SENDERA WEALTH ADVISORS
Jan 2025 – present
HOWARD FINANCIAL SERVICES, LTD.
May 2008 – Oct 2024
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 12, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOWARD FINANCIAL SERVICES, LTD.
CRD 107978 · SEC 801-46741
AUM
$1.3B
Regulatory assets under management
Employees
23
1,430 client accounts
Services offered by HOWARD FINANCIAL SERVICES, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at HOWARD FINANCIAL SERVICES, LTD. →
Introduction

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05

Frequently Asked Questions

What services does Shaun Michael Dowling offer?
Shaun Michael Dowling specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Shaun Michael Dowling's credentials?
Shaun Michael Dowling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shaun Michael Dowling located?
Shaun Michael Dowling is based in DALLAS, Texas, working with HOWARD FINANCIAL SERVICES, LTD.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Shaun Michael Dowling charge for services?
Shaun Michael Dowling's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOWARD FINANCIAL SERVICES, LTD.?
HOWARD FINANCIAL SERVICES, LTD. has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOWARD FINANCIAL SERVICES, LTD.

James N Howard
DALLAS, TX
Derek Daniel Childs
DALLAS, TX
John T Howard
DALLAS, TX
Stephen James Howard
DALLAS, TX

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