Richard Howard
Richard Howard is a registered investment advisor at Scissortail Wealth Management, LLC, based in Tulsa, OK, with 27 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 485 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are individually negotiated with each client and are generally up to 2% of the market value of assets in the account calculated annually.
Fee Estimator
Location
1203 East 33rd Street, Suite 100, Tulsa, OK, 74105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is involved in several business activities, including oil & gas mineral rights management, urban youth outreach, holding company management, real estate investments, and operating a wealth management firm (Scissortail Wealth). He dedicates minimal time to Scissortail Holdings, LLC, a real estate entity that owns the building where Scissortail Wealth operates.
Employment History
Current Registrations
Scissortail Wealth Management, LLC
Level Four Financial, LLCBroker
Previous Registrations
Scissortail Wealth Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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.
Exams
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