Richard
Howard

Scissortail Wealth Management, LLC

CRD#4006791
Investment Advisor
in Tulsa, OK

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About this Advisor

Richard Howard is a financial advisor based in Tulsa, Oklahoma, working with Scissortail Wealth Management, LLC. Richard has previously held positions at UBS Financial Services Inc, Level Four Financial, LLC, and Scissortail Wealth Management, LLC. Richard has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Richard is part of Scissortail Wealth Management, LLC, which operates out of Tulsa, Oklahoma. The firm has 1 office and 10 employees. The firm manages assets totaling $488.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Scissortail Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1203 East 33Rd Street Suite 100
Tulsa, OK 74105

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Scissortail Wealth Management, LLC Brokerage Details

Total Assets Under Management

$488,486,732

OK Average: $681,523,814
Total Number of Employees

10

OK Average: 15
Total Number of Accounts

2,100

OK Average: 642
Average Account Size

$232,613

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Richard Howard Work History

2018 - Present (6 years)

Level Four Financial, LLC

2018 - Present (6 years)

Scissortail Wealth Management, LLC

2009 - 2018 (9 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Richard Howard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scissortail Wealth Management, LLC

Scott Allen
Tulsa, OK
Brian Talkington
Tulsa, OK
Todd Welsh
Tulsa, OK
Richard Howard
Tulsa, OK
Rick Hadrava
Oklahoma City, OK
Kevin Criss
Tulsa, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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