Advisor at Haynes Barker Investment Management, 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
Haynes Barker Investment Management, LLC
Location
Jackson, TN 38305
Credentials
Series 63, Series 65
Industry experience
29 years
William Haynes III is a financial advisor with LPL Financial in Jackson, Tennessee, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has operated Haynes Barker Investment Management, LLC since 2002, providing pension plan consulting services including plan design, investment policy statements, fiduciary responsibilities, and investment performance analysis. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and various investment strategies, allowing advisors to tailor solutions to client needs.
Based on Haynes Barker Investment Management, LLC
Based on Haynes Barker Investment Management, LLC
Fixed fees for written financial plans ranging from $250 to $5,000 depending on complexity
Up to $200 per hour for limited scope financial planning engagements
Retainer agreements with annual fees that are negotiable and based on complexity
Fee-only: Fixed fees ranging from $250 to $5,000 depending on complexity; hourly fees up to $200 per hour; retainer fees are negotiable and based on complexity
233 D Oil Well Road
Jackson, TN 38305
Tennessee · Texas
Haynes Barker Investment Management, LLC
2002 - Present (24 years)
LPL Financial LLC (fka Linsco/Private Ledger Corp.)
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Jackson, TN
Haynes Barker Investment Management, LLC
Series 65
Jackson, TN
O'BRYANT & ASSOCIATES, Inc.
Series 63, Series 65
Jackson, TN
Eddleman & Eddleman Inc
CFP®, Series 66
Jackson, TN
Southern Capital Advisors, LLC
CFP®, Series 66
Jackson, TN
Southern Capital Advisors, LLC
Series 63
Humboldt, TN
Sycamore Financial Advisors, Inc.
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