Ronald HeakinsCRD 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.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|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|
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
Total Assets Under Management148MILLIONS
Total Number of Accounts235ACCOUNTS
Average Account Value$630,303
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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