Bryan Hayes
Advisor at Wealthharbor Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wealthharbor Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealthharbor Capital Group, LLC
Location
Metairie, LA 70005
Credentials
CFP®, Series 63, Series 66
Industry experience
11 years
Bryan Hayes is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with WealthHarbor Capital Group, LLC in Metairie, LA, and has previously worked at JP Morgan Chase Bank NA and Hancock Whitney Bank. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm employs a proprietary asset-class rotation model and combines conservative core portfolios with tactical allocations to manage risk and volatility.
Based on Wealthharbor Capital Group, LLC
Based on Wealthharbor Capital Group, LLC
Negotiated flat dollar fee per quarter
1.5% per annum charged quarterly
Account minimum: $100,000
433 Metairie Rd, Suite 500
Metairie, LA 70005
Florida · Louisiana · Mississippi · Texas
Cetera
2022 - Present (4 years)
Cetera Investment Services Llc
2022 - Present (4 years)
Hancock Whitney Bank
2019 - Present (7 years)
Hancock Whitney Investment Services, Inc.
2019 - 2022 (3 years)
JPmorgan Chase Bank NA
2014 - 2019 (5 years)
J.P. Morgan Securities
2014 - 2019 (5 years)
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