Sarah
Haynes

Omnistar Financial Group, Inc

CRD#6402464
Investment Advisor
in Hickory, NC

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About this Advisor

Sarah Haynes is a financial advisor who works out of Hickory, North Carolina, who has been in the financial industry for 10 years. Haynes is an advisor for Omnistar Financial Group, Inc. The advisor has gained experience at Narwhal Capital Management, Southwire Company, Blue Steakhouse, Bremen Chevron Food Mart, University Of West Georgia, Homerun Maintenance, Omnistar Financial Group, Tbe Designs and Family Heritage Insurance. Haynes has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in North Carolina. Omnistar Financial Group, Inc is a registered investment company based in Hickory, North Carolina. The firm has a total of 12 advisors. It handles $185 million in assets under management across its 1,043 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advice to four charities and foundations. Of its 1,043 client accounts, 15% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually vary depending on which service is provided. However, fee types billed by Omnistar Financial Group, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1236 19Th Street Lane, Nw
Hickory, NC 28601

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Omnistar Financial Group, Inc Brokerage Details

Total Assets Under Management

$185,181,778

NC Average: $3,625,019,099
Total Number of Employees

12

NC Average: 22
Total Number of Accounts

1,043

NC Average: 1,917
Average Account Size

$177,547

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Sarah Haynes Work History

Sarah has 10 years of experience.

2017 - Present (4 years)

Omnistar Financial Group

2017 - 2017 (< 1 year)

Homerun Maintenance

2016 - 2016 (< 1 year)

Tbe Designs

2016 - 2017 (1 year)

Family Heritage Insurance

2013 - 2016 (3 years)

Narwhal Capital Management

2011 - 2013 (2 years)

Southwire Company

2011 - 2013 (2 years)

Blue Steakhouse

2010 - 2011 (1 year)

Bremen Chevron Food Mart

2010 - 2012 (2 years)

University Of West Georgia

Disclosures

Sarah Haynes has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Omnistar Financial Group, Inc

Sarah Haynes
Hickory, NC
Roger Fuller
Hickory, NC
Louis Wetmore
Hickory, NC
Alexander Nolan
Hickory, NC
Phillip Clark
Hickory, NC
Jason Beckley
Hickory, NC
Eric Whitener
Hickory, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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