Edward Hinds
CRD Number: 2062098Current Firm: United Planners' Financial Services Of America A Limited Partner
Edward Hinds (CRD# 2062098) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Paso Robles, CA and has over 32 years of experience in the finance industry. Edward Hinds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6342307
San Luis Wealth Advisors
CRD# 4870401
Jeffery C. Welch And Associates, Inc.
CRD# 2562831
Stifel, Nicolaus & Company, Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Apr 2023 - Current | 1 |
| Dee Amd Olga Hinds Living Trust | Paso Robles, CA | Jan 2019 - Current | 5 |
| Hinds Financial Group, Inc. | Paso Robles, CA | Apr 2010 - Current | 14 |
| Hinds Financial Group, Inc. | Paso Robles, CA | Feb 2010 - Current | 14 |
| Edward Dee Hinds (self) | Paso Robles, CA | Jul 1994 - Current | 29 |
| The O.n. Equity Sales Company | Paso Robles, CA | Jul 1993 - Apr 2023 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- CA
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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