Howard Rightsell
Howard Rightsell is a registered investment advisor at United Advisor Group, based in Bloomington, IN, with 36 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
400 W 7th Street, Suite 101, Bloomington, IN, 47404
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2013Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Howard is the owner of Rightsell & Company, where he sells fixed insurance products, dedicating about 10-20% of his time. He is also an Investment Advisor Representative (IAR) for United Advisor Group, an independent RIA, which is a full-time commitment.
Employment History
Current Registrations
United Advisor Group
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
H. Beck, INC.Broker
H. Beck, INC.
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Sii Investments, INC.
Atlas Capital Management CORP
Sii Investments, INC.Broker
Washington Square Securities, INC.Broker
Pml Securities CompanyBroker
Sun Investment Services CompanyBroker
Intersecurities, INC.Broker
Fidelity Equity Services CorporationBroker
Thurston, Springer, Miller & Herd, INC.Broker
Ltpc, LTD.Broker
Fidelity Equity Services CorporationBroker
Anchor National Financial Services, INC.Broker
Waddell & Reed, INC.Broker
Nml Equity Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.