Stacy Hayes, financial advisor Tyler TX
83 score

Stacy Hayes

CRD Number: 4442704
Current Firm: Woodbury Financial Services, Inc.

Stacy Hayes (CRD# 4442704) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Tyler, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services, Inc. Tyler, TX May 2014 - Current 2
Bbva Securities Inc. Tyler, TX May 2013 - May 2014 1
Bbva Wealth Solutions Inc. Tyler, TX Nov 2012 - May 2014 1
Compass Bank Tyler, TX Aug 2009 - May 2014 4
Bbva Compass Investment Solutions, Inc. Tyler, TX Feb 2010 - May 2013 3
Guaranty Brokerage Service, Inc. Tyler, TX Aug 2001 - Dec 2009 8
Guaranty Bank Tyler, TX Jul 1998 - Aug 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Stacy J. Hayes
Phone Number: 800-800-2638
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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