Grafton D. Howland

HOWLAND ADVISORY

DALLAS, TX 75206

Some features on this profile are disabled

CRD#: 728723

Professional summary

Grafton Dulany Howland, CFP®, who also goes by Dulany Howland, is a registered financial advisor currently at HOWLAND ADVISORY CORPORATION located in Dallas, Texas.

Grafton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Grafton has worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dulany Howland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. G. DULANY HOWLAND HAS AN INSURANCE LICENSE AND SELLS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grafton Dulany Howland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

November 11, 2002 - Present

HOWLAND ADVISORY CORPORATION

Office #1: 6116 North Central Expressway Suite 902, Dallas, TX 75206

RIA

CRD#: 110192

DALLAS, TX

Past

November 20, 1997 - October 31, 2001

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

March 8, 1991 - October 31, 1996

CULLUM & SANDOW SECURITIES, INC.

CRD#: 15836

DALLAS, TX

Past

April 4, 1989 - April 1, 1991

GREYCLIFFE SECURITIES, INC.

CRD#: 13544

Past

March 29, 1988 - December 31, 1988

KAVANAUGH SECURITIES, INC.

CRD#: 10606

Past

July 24, 1986 - February 1, 1988

LOWRY FINANCIAL SERVICES CORPORATION

CRD#: 7291

Past

April 13, 1981 - August 4, 1986

PTX SECURITIES, LLC

CRD#: 7735

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/11/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/26/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/11/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/3/1984

General Securities Principal Examination

Current Firm

HOWLAND ADVISORY CORPORATION

G. DULANY HOWLAND ADVISORY CORPORATION | HOWLAND ADVISORY CORPORATION

CRD#: 110192 / SEC#: 801-58126

RIA

Registered Investment Advisory firm - (6/2/2004 Terminated)

Texas

Registered Investment Advisory firm - (1/6/1992 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6116 North Central Expressway Suite 518, Dallas, TX 75206

Mailing Address

Phone number

(214) 363-4900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 28,364,222

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Grafton D. Howland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grafton Dulany Howland's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOWLAND ADVISORY CORPORATION

MOMENTUM INDEPENDENT NETWORK INC.

CULLUM & SANDOW SECURITIES, INC.

GREYCLIFFE SECURITIES, INC.

KAVANAUGH SECURITIES, INC.

LOWRY FINANCIAL SERVICES CORPORATION

PTX SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/26/1981

Series 7

Date: 4/11/1981

Series 24

Date: 4/3/1984

Current Firm

HOWLAND ADVISORY CORPORATION

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOWLAND ADVISORY CORPORATION

TRUST BUT VERIFY

Similar Advisors