Geoffrey Haynes (CRD# 2394892) is an Investment Advisor Representative working at Planmember Securities Corporation in Northport, AL and has over 15 years of experience in the finance industry.
CRD# 4799781
Ameriprise Financial Services, LLC
CRD# 5461307
Osaic Wealth, Inc.
CRD# 5533578
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Financial Solutions | Northport, AL | Jun 2014 - Current | 9 |
| Planmember Securities Corporation | Carpinteria, CA | Oct 2013 - Current | 10 |
| Self Employed | Northport, AL | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- AL
- TX
-
Total Assets Under Management8,276MILLIONS
-
Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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