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William Hays Jr.

Advisor at WLH Management Co., Inc.

Updated today

Firm

WLH Management Co., Inc.

Location

Collierville, TN 38017

Credentials

CFP®, Series 63, Series 65

Industry experience

42 years

About

William Hays is a CFP® professional with 42 years of industry experience, currently serving as the sole advisor at WLH Management Co., Inc. in Collierville, TN. He has been with WLH Management since 2008 and maintains a longstanding affiliation with Arlington Securities, Inc. since 1990. Outside of his advisory work, he is involved with Cheers Wine & Spirits. WLH Management Co., Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, tailoring investment strategies to client-specific goals and risk tolerances. The firm uses a combination of mutual funds, insurance products, and both long- and short-term trading strategies, conducting regular account reviews to manage client assets in-house.

Client services

Based on WLH Management Co., Inc.

Portfolio management

Expertise

Based on WLH Management Co., Inc.

Annuities

Fee options

Percentage

1.00% annually

Commissions

Commission compensation accepted for sale of securities and insurance products.

Location

1115 Halle Park Circle

Collierville, TN 38017

Most active in

Tennessee

Work history

WLH Management Co., Inc.

2008 - Present (18 years)

Arlington Securities, Inc.

1990 - Present (36 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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