Raymond Hines
Raymond Hines is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Waycross, GA, with 24 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1705 Knight Ave, Waycross, GA, 31501
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Regulatory History (1)
Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Raymond is involved in several outside business activities. He works with McNeal Sports Insurance, owns Satilla Palmett LLC (AC Storage) and Cinnamon Hill Farms LLC, and owns Hines Capital, an S Corp, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Salomon Smith Barney INC.Broker
State Registrations6 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.