AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HS

Howard A. Skaug

Some features on this profile are disabled
CRD#: 812780
HS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Howard Allen Skaug, who also goes by Howard A Skaug, was a registered financial advisor .

Howard is a previously registered financial advisor and started their career in finance in 1975. Howard had worked at 9 firms and has passed the Series 65, Series 63, Series 3, Series 5, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Howard A Skaug

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 10, 2012 - September 14, 2015

RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS

RIA
CRD#: 127585
LAKE OSWEGO, OR
Past

January 4, 2010 - March 4, 2010

PHILLIPS & COMPANY

RIA
CRD#: 35800
PORTLAND, OR
Past

September 1, 2009 - March 4, 2010

PHILLIPS & COMPANY

BD
CRD#: 35800
PORTLAND, OR
Past

July 19, 1993 - April 3, 2009

GREAT PINE INVESTMENTS LLC

BD
CRD#: 31538
LAKE OSWEGO, OR
Past

October 7, 1987 - August 11, 1992

LIVINGSTON SECURITIES, INC.

BD
CRD#: 16455
Past

December 23, 1986 - October 23, 1987

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

June 26, 1986 - January 5, 1987

BWS, INC.

BD
CRD#: 17569
Past

December 16, 1985 - July 7, 1986

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

November 20, 1979 - December 18, 1985

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 26, 1978 - March 13, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 25, 1975 - December 20, 1979

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/22/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 10/14/1982
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 5
Date: 10/17/1981
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RG
RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS
RUBICON GLOBAL ADVISORS | RUBICON GLOBAL HALAL ADVISORS, LLC | RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS | RUBICON GLOBAL GROUP | RUBICON GLOBAL ASSET MANAGEMENT, LLC

CRD#: 127585 / SEC#: 801-67194

RIA
Registered Investment Advisory firm - (11/5/2007 Terminated)
Oregon
Registered Investment Advisory firm - (11/5/2007 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
7100 Sw Hampton St Suite 202, Portland, OR 97223
Mailing Address
Phone number
(503) 997-2007
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts65
AUM (Assets Under Management)$ 30,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS

CRD#: 127585

TRUST BUT VERIFY

Monitor Howard Skaug

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics