Unclaimed
Robert Bryan Hayes is a financial advisor with LPL Financial LLC, providing financial advice and investment management services. Robert Bryan Hayes is licensed in 28 states and has been a registered representative since December 1993. Robert Bryan Hayes has experience working with individuals, high-net-worth individuals, corporations, trusts, retirement plans, pension plans, and charitable organizations. Robert Bryan Hayes holds a Series 7, 9, 10, 24, 31, and 63 license. Robert Bryan Hayes previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., H&R Block Financial Advisors, Inc., and Chatfield Dean & Co., Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
11/12/2024 - Present
LPL Financial LLC (BOISE ID)
ID
10/23/2009 - 10/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
ID
10/01/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOISE ID)
WA
04/05/1994 - 10/03/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (BELLEVUE WA)
CO
01/05/1994 - 02/14/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 04/10/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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