Unclaimed Profile

Alvis Earl Hines

HINES & WARNER WEALTH MANAGEMENT, LLC·PORTLAND, Oregon

Series 7, Series 63, Series 65Clean record18 years registeredHINES & WARNER WEALTH MANAGEMENT, LLC

1500 SW FIRST AVENUE, PORTLAND, OR 97201CRD# 5367123Firm CRD# 145662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alvis Earl Hines · PORTLAND, OR

Registration

CRD #5367123 · HINES & WARNER WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HINES & WARNER WEALTH MANAGEMENT, LLC

ADERO PARTNERS, LLC

Jul 2019 – Nov 2024

Charlotte, NC

HINES WARNER WEALTH MANAGEMENT, LLC

Nov 2007 – Jul 2019

PORTLAND, OR

RAYMOND JAMES FINANCIAL SERVICES

Sep 2007 – Dec 2007

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 5, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HINES & WARNER WEALTH MANAGEMENT, LLC

CRD 145662 · SEC 801-71085

AUM

$293M

Regulatory assets under management

Employees

591 client accounts

Services offered by HINES & WARNER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HINES & WARNER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Alvis Earl Hines offer?

Alvis Earl Hines specializes in Financial Planning, Investment Management.

What are Alvis Earl Hines's credentials?

Alvis Earl Hines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alvis Earl Hines located?

Alvis Earl Hines is based in PORTLAND, Oregon, last registered with HINES & WARNER WEALTH MANAGEMENT, LLC.

How does Alvis Earl Hines charge for services?

Alvis Earl Hines's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HINES & WARNER WEALTH MANAGEMENT, LLC?

HINES & WARNER WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $293M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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