William HaydonCRD Number: 5493706
Current Firm: Wells Fargo Advisors Financial Network, LLC
William Haydon (CRD# 5493706) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Madison, CT and has over 9 years of experience in the finance industry.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
Halsey Associates Inc.
|Wells Fargo Advisors Financial Network, LLC||New Haven, CT||Dec 2011 - Current||6|
|Ubs Financial Services Inc.||New Haven, CT||Feb 2011 - Dec 2011||< 1|
|Ubs Financial Services, Inc.||New Haven, CT||Feb 2008 - Feb 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management42,504MILLIONS
Total Number of Accounts142,401ACCOUNTS
Average Account Value$298,482
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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