Robin William Haire
Investment adviser representative at Haire Wealth Management, Inc.
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$102MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Haire Wealth Management, Inc.Mar 2026 to now
- LPL Financial, LLCNov 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MS).
Haire Wealth Management, Inc.
$102MAssets managed
164Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4131339
- Firm CRD
- 339998