Hayward Sawyer
Hayward Sawyer is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4707 Executive Dr, San Diego, CA, 92121-3091
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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
Hayward operates his LPL business under the DBA Hayward L. Sawyer Financial Advisory and spends about half his time on it. He also sells whole life and term insurance through Hayward L. Sawyer Consulting LLC and acts as a notary, dedicating minimal time to the latter. Finally, Hayward acts in a fiduciary capacity for a trust, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Foundations Investment Advisors LLC
Changepath, LLC
Decker Retirement Planning INC.
Independent Financial Group, LLC
Usallianz Securities, INC.
American Skandia Advisory Services, INC.
State Registrations1 state
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.