Eric Haines, financial advisor Bozeman MT

Eric Haines

CRD Number: 6508808
Current Firm: Destra Capital Advisors LLC

Eric Haines (CRD# 6508808) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 8 years of experience in the finance industry. Eric Haines has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Destra Capital Investments LLC Denver, CO Aug 2022 - Current 1
Destra Capital Advisors, LLC Denver, CO Aug 2022 - Current 1
Janus Henderson Distributors Us LLC Denver, CO Jan 2022 - Jul 2022 < 1
Janus Henderson Investors Us LLC Denver, CO Jan 2021 - Jul 2022 1
Janus Distributors LLC Denver, CO Jun 2015 - Jan 2022 6
Janus Management Holdings Corp Denver, CO Jun 2015 - Jan 2021 5
Blue Moose Of Boulder Lafayette, CO Jul 2014 - Apr 2015 < 1
Castle Pines Country Club Castle Rock, CO May 2013 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
Contact Info for Eric W. Haines
Phone Number: 877-855-3434
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    300
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $99,845,980
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA

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