Laurence
Hayes

Lantern Wealth Advisors, LLC

CRD#1682262
Investment Advisor
in Barrington, IL

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About this Advisor

Laurence Hayes is a financial advisor who works in Barrington, Illinois with 9 years of industry experience. Hayes currently works for Lantern Wealth Advisors, LLC. They have been an employee of Lantern Wealth Advisors, Llc for their whole career. Hayes holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to serve investors in Illinois. Lantern Wealth Advisors, LLC is a registered investment firm based in Melville, NY. It has offices in two locations and a total of 14 financial advisors. It handles $175 million in assets across its 214 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to three charitable organizations. Of its 214 customer accounts, 18% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees largely vary depending on the financial services provided. However, fee types billed by Lantern Wealth Advisors, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

202 S. Cook Street Suite 205
Barrington, IL 60010

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Lantern Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$174,623,891

IL Average: $7,464,549,021
Total Number of Employees

14

IL Average: 88
Total Number of Accounts

214

IL Average: 3,892
Average Account Size

$815,999

IL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Laurence Hayes Work History

Laurence has been registered as a financial advisor for 9 years.*

2009 - Present (15 years)

Lantern Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Laurence Hayes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lantern Wealth Advisors, LLC

Hunter Lanton
Melville, NY
Salvatore Favarolo
Melville, NY
Alan Eppers
Melville, NY
William Finkelstein
Melville, NY
Kevin Anders
San Francisco, CA
Manuel Arias
Melville, NY
Laurence Hayes
Barrington, IL
William Selvaggi
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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