Rex PointsCRD Number: 3003904
Current Firm: Horan Wealth Management
Rex Points (CRD# 3003904) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 11 years of experience in the finance industry.
Renaissance Investment Management
Journey Advisory Group, LLC
|Horan Securities, Inc.||Cincinnati, OH||Nov 2020 - Current||< 1|
|Cetera Advisors||Denver, CO||Aug 2018 - Nov 2020||2|
|Freeman Heyne Toma||Cincinnati, OH||Jul 2018 - Nov 2020||2|
|Paycor||Cincinnati, OH||Aug 2015 - Jul 2018||2|
|Unemployed||Union, KY||Apr 2015 - Aug 2015||< 1|
|Xerox||Secacus, NJ||Jan 2013 - Mar 2015||2|
|Fidelity Brokerage Services LLC||Covington, OH||Nov 2005 - Jan 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2009|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management350MILLIONS
Total Number of Accounts1,864ACCOUNTS
Average Account Value$187,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, ME, MI, MT, NJ, OH, TN, TX, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.