Frank Hayn, financial advisor Encino CA

Frank Hayn

CRD Number: 3041123
Current Firm: Assetmark, Inc.

Frank Hayn (CRD# 3041123) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Assetmark Brokerage, LLC Encino, CA Sep 2018 - Current 2
Assetmark Financial, Inc. Encino, CA Sep 2018 - Current 2
Self-employed Los Angeles, CA Feb 2018 - Sep 2018 < 1
National Planning Corporation Santa Monica, CA Mar 2012 - Feb 2018 5
Sunamerica Retirement Markets, Inc. Woodland Hills, CA Jan 2005 - Mar 2012 7
Sunamerica Capital Services, Inc. Woodland Hills, CA May 2002 - Mar 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Frank A. Hayn
Phone Number: 800-664-5345
Firm Website: https://www.savos.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    38,785
    MILLIONS
  • Total Number of Accounts
    211,165
    ACCOUNTS
  • Average Account Value
    $183,672
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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