Thomas Haynes
Thomas Haynes is a registered investment advisor at Vine Capital Management, LLC, based in Temecula, CA, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 168 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vine Capital Management offers asset management through wrap fee accounts. Please see the Wrap Fee Program Brochure for complete information regarding this advisory service.
Location
Temecula, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is an insurance agent with LPL Financial Insurance Associates, selling life insurance policies. He dedicates minimal time to this activity.
Employment History
Current Registrations
Vine Capital Management, LLC
Previous Registrations
LPL Financial LLC
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations2 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.