Robert
Haynie

About this Advisor

Robert Haynie is a certified financial planner operating in Seattle, Washington, with 12 years of experience as a financial advisor. Haynie is an advisor for Oppenheimer & Co. Inc. They have been employed by Oppenheimer & Co. Inc for their complete career. Haynie holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas and Washington. Oppenheimer & Co. Inc is an advisory company headquartered in Seattle, Washington. It has offices in 93 locations and a total of 2,850 advisors. It manages $19 billion in total assets among its 24,783 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 110 charities and foundations. Of its 24,783 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a number 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 and selection of other advisers. Financial advisory fees usually are based on which services the firm provides the client. However, fee types charged by Oppenheimer & Co. Inc likely include asset-based, fixed, commission-based and performance-based fees.