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Randy Lee Hines

THE OAK Ridge Financial Services Group, Inc.

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About Randy Lee Hines

Randy Hines has been in the financial services industry since February 16, 1996. Randy is currently registered with The Oak Ridge Financial Services Group, Inc. as a registered representative and investment advisor representative. Randy specializes in providing financial planning, portfolio management, and selection of other advisors. Randy previously held positions with several other firms, including Colliers Securities LLC, John G. Kinnard and Company, Incorporated, Principal Financial Securities, Inc. and Hamilton Investments, Inc. Randy is licensed in multiple states, including Colorado, Illinois, Iowa, Minnesota, North Dakota, South Dakota, and Wisconsin.

Firm Information

Randy Hines is currently registered with THE OAK Ridge Financial Services Group, Inc.. THE OAK Ridge Financial Services Group, Inc. is a corporation headquartered in GOLDEN VALLEY, MN, United States. Founded in March 1997, the firm offers a wide range of financial services, including financial planning, portfolio management for individuals, and selection of other advisers. They have a strong presence across the United States, with state registrations in all 50 states, as well as the District of Columbia and Virgin Islands. With over 30 licensed agents and investment advisor representatives, they serve a diverse clientele, including individuals, high-net-worth individuals, and insurance companies. Their regulatory assets under management exceed $456 million, demonstrating their expertise and experience in managing client assets.
THE OAK Ridge Financial Services Group, Inc.

701 XENIA AVENUE SOUTH

GOLDEN VALLEY, MN 55416-1089

$456.42M

Assets Under Management

Not reported

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randy Hines’s Registration & Firm History

MN

12/06/2022 - Present

THE OAK Ridge Financial Services Group, Inc. (GOLDEN VALLEY MN)

MN

09/15/2014 - 03/07/2022

COLLIERS SECURITIES LLC (MINNEAPOLIS MN)

MN

04/09/2007 - 09/03/2014

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)

MN

10/24/1997 - 06/05/2000

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

TX

09/01/1994 - 02/01/1995

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

NA

07/19/1993 - 09/01/1994

HAMILTON INVESTMENTS, INC.

NA

03/30/1992 - 07/19/1993

CRAIG-HALLUM, INC.

CT

04/28/1988 - 03/30/1992

WASHINGTON SQUARE CAPITAL MARKETS, INC. (STAMFORD CT)

NA

07/24/1985 - 02/04/1988

JOHN G. KINNARD AND COMPANY, INCORPORATED

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Licenses & Designations

BC

Issued 04/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randy Lee Hines.
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