William HaysCRD 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 38 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.
Wells Fargo Clearing Services, LLC
First Horizon Advisors, Inc.
Lpl Financial LLC
|Wlh Management Company, Inc.||Collierville, TN||Apr 2008 - Current||14|
|Arlington Securities, Inc.||St. Louis, MO||Jul 1990 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 2006|
Total Assets Under Management20MILLIONS
Total Number of Accounts32ACCOUNTS
Average Account Value$618,012
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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