Wilfred HaseltonCRD 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.
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management30,687MILLIONS
Total Number of Accounts91,866ACCOUNTS
Average Account Value$334,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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