Howard Rightsell (CRD# 1187714) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 40 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Advisor Group | Cincinnati, OH | Feb 2023 - Current | 1 |
| Silver Oak Securities | Bloomington, IN | Feb 2023 - Current | 1 |
| Rightsell & Company, LLC | Bloomington, IN | Oct 1983 - Current | 40 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2017 - Feb 2023 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2017 - Feb 2023 | 5 |
| Invest Financial Corp | Tampa, FL | Nov 2011 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- TX
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Total Assets Under Management579MILLIONS
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Total Number of Accounts5,955ACCOUNTS
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Average Account Value$97,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, HI, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX
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