Terry Haines, financial advisor Waxhaw NC

Terry Haines

CRD Number: 2266512
Current Firm: Cambridge Investment Research Advisors, Inc.

Terry Haines (CRD# 2266512) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waxhaw, NC and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2019 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA May 2019 - Current 4
United Ltc Network LLC N. Myrtle Beach, SC Aug 2012 - Current 11
Tlh Financial Services, Inc. Waxhaw, NC Nov 2010 - Current 13
H.d.vest Advisory Services Waxhaw, NC Mar 2013 - May 2019 6
Hd Vest Investment Services Waxhaw, NC Jan 2011 - May 2019 8
Hd Vest Insurance Services Waxhaw, NC Jan 2011 - May 2019 8
Sga Waxhaw, NC Jan 2008 - Sep 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Mar 2013
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Terry L. Haines
Phone Number: 641-472-5100
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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