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Raymond Steven Gettins

United Advisor Group

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About Raymond Steven Gettins

Raymond Gettins is a financial advisor with over 30 years of experience in the industry. Raymond is currently registered with United Advisor Group as a Registered Investment Advisor. Raymond has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Raymond specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families.

Firm Information

Raymond Gettins is currently registered with United Advisor Group. United Advisor Group is an investment advisory firm based in that provides financial planning, portfolio management for individuals and businesses, and educational seminars. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $578 million in assets.

$578.77M

Assets Under Management

Not reported

Total Clients

28

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Raymond Gettins’s Registration & Firm History

OH

02/03/2023 - Present

United Advisor Group (CINCINNATI OH)

OH

10/12/2022 - 06/16/2023

SILVER OAK SECURITIES, INCORPORATED (Wyoming OH)

OH

10/16/2017 - 09/21/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Cincinnati OH)

OH

02/13/2017 - 10/17/2017

INVEST FINANCIAL CORPORATION (CINCINNATI OH)

CO

10/30/2012 - 09/15/2015

CURIAN CLEARING, LLC (DENVER CO)

OH

09/26/2011 - 11/01/2012

ONEAMERICA SECURITIES, INC. (CINCINNATI OH)

OH

05/14/2010 - 09/09/2011

WRP INVESTMENTS, INC. (CINCINNATI OH)

OH

11/24/2009 - 05/14/2010

TRIAD ADVISORS, INC. (CINCINNATI OH)

CA

06/07/2001 - 11/04/2009

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

IN

05/13/1999 - 05/16/2001

CONSECO EQUITY SALES, INC. (CARMEL IN)

OH

03/15/1996 - 04/19/1999

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

CA

02/14/1995 - 02/23/1996

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

MA

11/25/1991 - 04/23/1993

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

11/25/1991 - 04/23/1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 11/10/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Steven Gettins.
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