Aubrey Hyde Ramey

CFP

27 Years of Experience

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing

Cx Institutional, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

61 advisors

Number of Clients

3,430 clients

Average Client Portfolio

$973K average

Assets Under Management

$3.3B

Fee Structure

Minimum Investment:$500

Location

50 E-Business Way, Suite 100, Cincinnati, OH, 45241

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Aubrey is involved in real estate rental through Clear Future LLC since 2017. This activity requires minimal time and occurs during securities trading.

Employment History

Current Registrations

Cx Institutional, LLC

October 2024 - Present · 1 yr 4 mos

Previous Registrations

Clarify Wealth Management

October 2014 - November 2024 · 10 yrs 1 mo

LPL Financial LLC

March 2002 - October 2015 · 13 yrs 7 mos

LPL Financial LLCBroker

June 1999 - April 2024 · 24 yrs 10 mos

Vestax Securities CorporationBroker

June 1998 - June 1999 · 1 yr

State Registrations2 states

OHTX

Advisor

Exams

No exam information available for this advisor.