RH
CFP
RH
CFP

Randy Hein

25 Years of Experience
Cincinnati, OH
BrokerSells Insurance

Randy Hein is a CFP-designated registered investment advisor, based in Cincinnati, OH, with 25 years of industry experience.

Location

7426 Jager Ct., Cincinnati, OH, 45230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Randy is an independent insurance agent for various companies through Rosselot Financial Group and an advisory representative of a RIA. He also owns real estate holdings and is involved with home building/financing through Hein Management LLC and Wyrick Hein Homes LLC.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Cambridge Investment Research Advisors, INC.
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - August 2020 · 2 yrs 1 mo
Strategic Advisers LLC
June 2007 - July 2018 · 11 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2004 - August 2020 · 16 yrs 7 mos
PFS Investments INC.Broker
September 2000 - December 2003 · 3 yrs 3 mos
State Registrations13 states
AZCTFLIAINKYMIMOMSOHPATNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Randy Hein - Financial Advisor | TrueAdvisor