William Haskins (CRD# 3039102) is an Investment Advisor Representative working at Rfg Advisory, LLC in Enterprise, AL and has over 25 years of experience in the finance industry.
CRD# 6761993
First Command Advisory Services
CRD# 6598666
Attainable Wealth LLC
CRD# 5697076
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Enterprise, AL | Jun 2018 - Current | 5 |
| Rfg Advisory Group, LLC | Enterprise, AL | Sep 2017 - Current | 6 |
| Lpl Financial, LLC | Enterprise, AL | Jul 2003 - Jun 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- A percentage of assets under your management
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