Elizabeth Haynes is a registered investment advisor, based in Prairie Village, KS, with 17 years of industry experience.
Location
Prairie Village, KS
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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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Elizabeth is the Finance Chairman for BOTAR, a board position she has held since 2022. She spends minimal time reviewing the budget and supporting the organization's treasurer and president.
Employment History
Current Registrations
Kestra Investment Services, LLC
March 2022 - Present · 4 yrs 2 mos
Kestra Investment Services, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Kestra Advisory Services, LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Edward JonesBroker
October 2019 - March 2022 · 2 yrs 5 mos
Edward Jones
October 2019 - March 2022 · 2 yrs 5 mos
Umb Financial Services, INC.Broker
August 2013 - October 2019 · 6 yrs 2 mos
Umb Financial Services, INC.
August 2013 - October 2019 · 6 yrs 2 mos
J.P. Morgan Institutional Investments INC.Broker
March 2013 - August 2013 · 5 mos
Umb Financial Services, INC.
December 2009 - January 2013 · 3 yrs 1 mo
Umb Financial Services, INC.Broker
July 2008 - January 2013 · 4 yrs 6 mos
State Registrations2 states
KSTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.