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Brian Christopher Haynes

Investment adviser representative at Lanark Financial, Inc.
16 yearsExperience
1 stateRegistered in
$1.8BFirm assets
25 yearsFirm in business

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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
  • Seminars and workshops

Experience

16 years in the industry.

  1. Lanark Financial, Inc.Dec 2022 to now
  2. Sterne Agee Investment Advisor Services, Inc.Jun 2016 to now
  3. Sterne Agee Financial Services IncJan 2010 to now

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (AL).

Lanark Financial, Inc.

$1.8BAssets managed
3,576Clients
68Advisers
25 yearsIn 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
4251018
Firm CRD
17870
Advisor's SEC record (opens in a new tab)
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