Brian Hines is a registered investment advisor, based in Harleysville, PA, with 25 years of industry experience.
Location
425 Main St, Harleysville, PA, 19438
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an independent insurance agent for various independent insurance companies. He also works as an advisory representative of a Registered Investment Advisor (RIA), spending about 10-20% of his time on investment-related activities and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
VALIC Financial Advisors, INC.Broker
Prime Capital Services, INC.Broker
Sei Investments Distribution CO.Broker
State Registrations7 states
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.