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Richard Alan Williams

Cavanal Hill Investment Management, Inc.

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About Richard Alan Williams

Richard Williams is a registered investment advisor representative with Cavanal Hill Investment Management, Inc. Richard has been in the financial services industry since 1987 and has extensive experience in providing investment advice and portfolio management services. Cavanal Hill Investment Management is a registered investment advisor with a focus on investment management for individuals, investment companies, and pooled investment vehicles. Richard's expertise lies in assisting clients with their investment goals and managing their portfolios to meet their specific needs.

Firm Information

Richard Williams is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Williams’s Registration & Firm History

TX

05/25/2005 - Present

Cavanal Hill Investment Management, Inc. (RICHARDSON TX)

RI

10/15/1990 - 10/30/1997

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

RI

07/23/1987 - 06/27/1990

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 05/24/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/1988

Series 7 - General Securities Representative Examination

BC

Issued 07/21/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Alan Williams.
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