William Haynes
William Haynes is a registered investment advisor at Haynes Barker Investment Management, LLC, based in Jackson, TN, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 114 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan: The price is negotiable and ranges from $250 to $5,000, depending on the complexity of a client’s financial situation. Half the fee is due in advance, the rest upon presentation of the plan.
- Hourly Planning Services: The hourly rate for limited scope engagements is up to $200 per hour.
Location
50 Stonebridge, #2, Jackson, TN, 38305
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Customer Dispute
March 2001Other Business Activities
William is a registered investment advisor doing business as Haynes Barker Investment Management, LLC since 2002. He also performs pension plan consulting services, focusing on plan design, investment policy statements, and fiduciary responsibilities.
Employment History
Current Registrations
Haynes Barker Investment Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.