WH
WH

William Haskins

41 Years of Experience
Glen Allen, VA
3 Disclosures

William Haskins is a registered investment advisor at Insight Advisors, LLC, based in Glen Allen, VA, with 41 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 899 clients with $790M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
IM Fee
Planning only
Assets Under Management
$785.6M
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Location

4198 Cox Rd., Suite 103, Glen Allen, VA, 23060

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History

Regulatory History (3)
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Customer Dispute
April 2014
Closed-No Action
Customer Dispute
October 1999
Settled
Customer Dispute
December 1993
Settled
Other Business Activities

William works as a financial advisor for Insight Advisors, LLC, dedicating full-time hours to giving clients advice regarding securities. He also serves as a co-trustee for his parents-in-law, spending minimal time reviewing securities and filing tax returns.

Employment History
Current Registrations
Insight Advisors, LLC
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2017 - December 2022 · 5 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
January 2009 - January 2017 · 8 yrs
Wells Fargo Advisors Financial Network, LLCBroker
June 2006 - January 2017 · 10 yrs 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
January 2001 - June 2006 · 5 yrs 5 mos
Ferris, Baker Watts IncorporatedBroker
April 1996 - February 2001 · 4 yrs 10 mos
Prudential Securities IncorporatedBroker
March 1992 - March 1996 · 4 yrs
Painewebber IncorporatedBroker
March 1989 - March 1992 · 3 yrs
Dean Witter Reynolds INC.Broker
October 1985 - April 1989 · 3 yrs 6 mos
MML Investors Services, INC.Broker
March 1985 - October 1985 · 7 mos
Hl Securities, INC.Broker
July 1984 - June 1985 · 11 mos
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.