Rex Points, financial advisor Cincinnati OH

Rex Points

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Rex N. Points
Phone Number: 513-745-0707
Registered State(s):
  • FL
  • IL
  • IN
  • KY
  • OH
  • TX
  • VA
  • WI
By the Numbers
  • Total Assets Under Management
    350
    MILLIONS
  • Total Number of Accounts
    1,864
    ACCOUNTS
  • Average Account Value
    $187,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, ME, MI, MT, NJ, OH, TN, TX, VA, WA, WI

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