TrueAdvisor
TrueAdvisor
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RB

Randi Scott Bellner

Gryphon Financial Partners
2 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Gryphon Financial Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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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.

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Employment History
Current Registrations
Gryphon Financial Partners
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
February 2023 - April 2023 · 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.