William Hays, financial advisor Collierville TN

William Hays

CRD Number: 1194858
Current Firm: Wlh Management Company, Inc.

William Hays (CRD# 1194858) is an Investment Advisor Representative working at Wlh Management Company, Inc. in Collierville, TN and has over 40 years of experience in the finance industry. William Hays 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
Wlh Management Company, Inc. Collierville, TN Apr 2008 - Current 15
Arlington Securities, Inc. St. Louis, MO Jul 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for William L. Hays
Phone Number: 901-854-5495
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $574,994
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TN

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