RH
CFP
RH
CFP
Richard Hinesley
24 Years of Experience
Greenwood, IN
1 DisclosureBroker
Richard Hinesley is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Greenwood, IN, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...
Location
1530 American Way, Suite 230, Greenwood, IN, 46143
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2020Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Huntington Financial Advisors
September 2014 - June 2024 · 9 yrs 9 mos
The Huntington Investment CompanyBroker
September 2014 - June 2024 · 9 yrs 9 mos
PNC Investments
August 2010 - September 2014 · 4 yrs 1 mo
PNC InvestmentsBroker
August 2010 - September 2014 · 4 yrs 1 mo
Raymond James & Associates, INC.
September 2009 - July 2010 · 10 mos
Raymond James & Associates, INC.Broker
September 2009 - July 2010 · 10 mos
Morgan Keegan & Company, INC.
December 2005 - September 2009 · 3 yrs 9 mos
Morgan Keegan & Company, INC.Broker
December 2005 - September 2009 · 3 yrs 9 mos
Morgan Keegan & Company, INC.
December 2005 - December 2005 · 0 mos
The Huntington Investment CompanyBroker
March 2004 - December 2005 · 1 yr 9 mos
Fifth Third Securities, INC.Broker
September 2003 - March 2004 · 6 mos
The Huntington Investment CompanyBroker
April 2001 - September 2003 · 2 yrs 5 mos
State Registrations5 states
FLINMIMTNC
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.