Richard Cloud, financial advisor Claremore OK

Richard Cloud

CRD Number: 2002339
Current Firm: Cloud Capital LLC

Richard Cloud (CRD# 2002339) is an Investment Advisor Representative working at Cloud Capital LLC in Claremore, OK and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Cloud Capital LLC Tulsa, OK Jan 2009 - Current 15
Trinity Investment Advisors Tulsa, OK Feb 2008 - Current 16
Cloud, Neff Management, LLC Tulsa, OK Dec 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Richard R. Cloud
Phone Number: 9183141220
Registered State(s):
Current Firm Details
By the Numbers
  • Total Assets Under Management
    3,067
    MILLIONS
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $90,192,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

OK

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