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Richard L. Howard

Scissortail Wealth Management, LLC

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About Richard L. Howard

Richard Howard is an investment advisor representative at Scissortail Wealth Management, LLC. Richard has been in the securities industry since 1999. Richard holds Series 7, 31, and 66 licenses. Richard also holds a Series SIE license. Scissortail Wealth Management, LLC is an investment advisor registered with the state of Oklahoma. Scissortail Wealth Management, LLC provides financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Richard Howard is currently registered with Scissortail Wealth Management, LLC. Scissortail Wealth Management, LLC is a Tulsa, Oklahoma-based registered investment advisor with approximately $488 million in assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and wrap fee programs. They specialize in serving high-net-worth individuals, with a smaller number of clients being individuals other than high-net-worth and charitable organizations. Scissortail Wealth Management has 7 investment advisory representatives and 4 registered representatives.
Scissortail Wealth Management, LLC

1203 EAST 33RD STREET

TULSA, OK 74105

$488.49M

Assets Under Management

Not reported

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Richard Howard’s Registration & Firm History

OK

01/15/2023 - Present

Scissortail Wealth Management, LLC (TULSA OK)

OK

01/14/2009 - 11/19/2018

UBS FINANCIAL SERVICES INC. (TULSA OK)

OK

09/13/1999 - 01/15/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)

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Licenses & Designations

BOTH

Issued 09/30/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 09/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard L. Howard.
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