Louise Short, financial advisor Tulsa OK

Louise Short

CRD Number: 1751555
Current Firm: Khp Capital LLC
Compensation Model: Fee Only

Louise Short (CRD# 1751555) is an Investment Advisor Representative working at KHP Capital and has over 28 years of experience in the finance industry.  She is a Certified Divorce Fianancial Analyst (CDFA). Ms Short also holds the AIF certification

CONTACT
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Professional Designations
Company Name Location Dates Years
First Allied Securities, Inc. Tulsa, OK May 2010 - Current 10
Sws Financial Services Tulsa, OK Jun 1994 - May 2010 15
S&s Wealth Management, LP Tulsa, OK Feb 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S7 General Securities Representative Examination (GS) Aug 1990
S65 NASAA Investment Advisors Law Examination May 2001
S24 General Securities Principal Examination (GP) Jul 2015
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Louise H. Short
Phone Number: 918-999-0120
Registered State(s):
  • OK
  • TX
  • AZ
  • CT
  • CO
  • CA
  • MI
  • ME
  • NY
  • IL
  • NC
  • PA
  • VA
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
    153
    MILLIONS
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $437,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, MI, NC, OK, TX

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Data verified by both the advisor and the public regulatory data.

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