Vern Hayden (CRD# 240424) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Westport, CT and has over 38 years of experience in the finance industry. Vern Hayden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Advisor Alliance | Charlotte, NC | Aug 2021 - Current | 2 |
| Sovereign Financial Group, Inc. | Stamford, CT | Jul 2020 - Aug 2021 | 1 |
| Money Concepts Capital Corp | Palm Beeach Gardens, FL | Sep 2017 - Jun 2020 | 2 |
| Hayden Wealth Management | Westport, CT | Jun 2008 - Sep 2017 | 9 |
| Geneos Wealth Management Inc. | Westport, CT | Jan 2006 - Jul 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
- CT
- NY
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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