linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Brian Haigh

EFS Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Brian Haigh

William Brian Haigh is a financial advisor with over 20 years of experience in the industry. William is currently registered with EFS Advisors and has a strong background in both securities and investment advisory services. William has a broad range of experience with clients including individuals, corporations, charitable organizations, and pension plans. William has held previous roles with Great American Advisors, Inc., PMG Securities Corporation, and PFS Investments Inc..

Firm Information

William Haigh is currently registered with EFS Advisors. EFS Advisors is an investment advisor headquartered in Cambridge, Minnesota. With over $2 billion in assets under management, the firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and institutions, including pension plans, charitable organizations, and insurance companies. EFS Advisors has over 50 licensed agents and investment advisor representatives. They offer a range of services, including portfolio management, financial planning, and pension consulting. The firm also publishes periodicals and conducts educational seminars. EFS Advisors is a registered investment advisor with the SEC.
EFS Advisors

1995 EAST RUM RIVER DRIVE S

CAMBRIDGE, MN 55008

$2.04B

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Haigh’s Registration & Firm History

MN

03/06/2024 - Present

EFS Advisors (CAMBRIDGE MN)

IA

02/15/2005 - 10/09/2006

GREAT AMERICAN ADVISORS, INC. (JESUP IA)

IL

04/23/2003 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

GA

02/06/2002 - 04/11/2003

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if William Brian Haigh is right for you?

Licenses & Designations

IA

Issued 10/25/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Brian Haigh. Review regulatory record here.
Not sure if William Brian Haigh is right for you?