Ronald Heakins, financial advisor Pittsburgh PA

Ronald Heakins

CRD Number: 1007878
Current Firm: Oak Tree Investment Advisors

Ronald Heakins (CRD# 1007878) is an Investment Advisor Representative working at Oak Tree Investment Advisors in Pittsburgh, PA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
R.e. Heakins Expert Services, Inc. Pittsburgh, PA May 2017 - Current 5
C.p.a.a + Inc. Pittsburgh, PA Jan 2016 - Current 6
Oakmont Investment Advisors, Inc D/b/a Oaktree Investment Adviso Pittsburgh, PA Aug 2000 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
S65 NASAA Investment Advisors Law Examination Mar 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ronald E. Heakins
Phone Number: 412-802-8358
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    148
    MILLIONS
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $630,303
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

PA

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