Gary Haines, financial advisor Ellicott City MD
90 score

Gary Haines

CRD Number: 6112831
Current Firm: Transamerica Financial Advisors, Inc.

Gary Haines (CRD# 6112831) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ellicott City, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Baltimore, MD Aug 2012 - Current 4
World Financial Group, Inc. Baltimore, MD Aug 2012 - Current 4
H & H Companies, LLC Belair, MD Nov 2005 - Current 11
American Senior Benefits Farmington, CT May 2009 - Aug 2012 3
Bankers Life Arnold, MD Dec 2008 - May 2009 < 1
Retired Lasfjl;sadkjfl, MD Nov 2007 - Dec 2008 1
Chevron Corporation Perth Amboy, NJ Oct 1968 - Nov 2007 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Gary J. Haines
Phone Number: 727-299-1800
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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