Mark Haynes (CRD# 7658179) is an Investment Advisor Representative working at Wealth Management in Richland, WA and has 1 year of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Nebraska | Norfolk, NE | Jan 2024 - Current | < 1 |
| Epic Trust Financial Group | Richland, WA | Nov 2020 - Jan 2024 | 3 |
| Moss Adams LLP | Kennewick, WA | May 2017 - Oct 2020 | 3 |
| Bloomfield Cfo | Alpine, UT | Jan 2017 - May 2017 | < 1 |
| Brigham Young University | Provo, UT | Jan 2012 - May 2017 | 5 |
| Hit And Run 5k | Provo, UT | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- NE
- WA
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Total Assets Under Management2,783MILLIONS
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Total Number of Accounts3,482ACCOUNTS
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Average Account Value$799,201
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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