Thomas Haynes (CRD# 2925033) is an Investment Advisor Representative working at Vine Capital Management, LLC in Temecula, CA and has over 26 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vine Capital Management, LLC | Temecula, CA | Aug 2015 - Current | 8 |
| Lpl Financial Insurance Associates | Temecula, CA | Aug 2004 - Current | 19 |
| Linsco/private Ledger Corp. | Temecula, CA | Aug 2004 - Aug 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1997 |
- CA
- TX
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts235ACCOUNTS
-
Average Account Value$559,698
- 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
CA, TX
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