Sarah
Haynes
Captrust
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About this Advisor
Sarah Haynes is a financial advisor who works in Carlsbad, California with a total of 1 year of industry experience. Haynes is an advisor for Captrust. Their career trajectory has included roles at Narwhal Capital Management, Blue Steakhouse, Homerun Maintenance, Omnistar Financial Group, Tbe Designs, Family Heritage Insurance, Hightower Advisors LLC and Capfinancial Partners LLC (Captrust). Haynes holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in California. Captrust is a registered investment firm headquartered in Raleigh, NC. The company has offices in 69 locations and a total of 1,338 advisors. It has $715 billion in assets between its 76,254 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 136 charitable organizations. Of its 76,254 customer accounts, 33% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fee schedules are based on the services provided. Fees charged by Captrust can consist of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Sarah Haynes Work History
Sarah has been registered as a financial advisor for 1 years.*
Capfinancial Partners LLC (Captrust)
Hightower Advisors LLC
Homerun Maintenance
Omnistar Financial Group
Tbe Designs
Family Heritage Insurance
Narwhal Capital Management
Blue Steakhouse
*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 Sarah Haynes 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 Captrust
Clarkston, MI
Raleigh, NC
Akron, OH
Raleigh, NC
Raleigh, NC
Brentwood, TN
Sacramento, CA
Raleigh, NC
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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