Wilfred Haselton, financial advisor Kingsport TN

Wilfred Haselton

CRD Number: 5059178
Current Firm: Lincoln Financial Advisors Corporation

Wilfred Haselton (CRD# 5059178) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Kingsport, TN and has over 15 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lincoln Financial Advisors Kingsport, TN Jun 2018 - Current 3
Valic Financial Advisor Knoxville, TN Jun 2006 - Jun 2018 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Wilfred C. Haselton
Phone Number: 800-237-3813
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    30,687
    MILLIONS
  • Total Number of Accounts
    91,866
    ACCOUNTS
  • Average Account Value
    $334,043
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, VT, WA, WI, WV, WY

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