Richard HayesCRD Number: 1806668
Current Firm: Wingate Wealth Advisors, Inc.
Richard Hayes (CRD# 1806668) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 26 years of experience in the finance industry. Richard Hayes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Winslow, Evans & Crocker, Inc.||Boston, MA||Sep 2006 - Current||11|
|Wingate Planning Corp||Lexington, MA||Jan 1994 - Current||24|
|Wingate Financial Corporation||Lexington, MA||Jan 1988 - Current||30|
|Wingate Insurance Agency, Inc.||Lexington, MA||Jan 1988 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1992|
Total Assets Under Management535MILLIONS
Total Number of Accounts1,862ACCOUNTS
Average Account Value$287,303
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, MD, ME, NH, NY, RI, TX, VT
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