James Haynes
Investment adviser representative at Advisory Solutions Group
13 yearsExperience
1 stateRegistered in
$408.4MFirm assets
Under 1 yearFirm 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
Experience
13 years in the industry.
- Advisory Solutions GroupFeb 2026 to now
- Wealth Enhancement Advisory ServicesFeb 2022 to now
- Wealth Enhancement Brokerage ServicesFeb 2022 to now
- Wealth Enhancement GroupFeb 2022 to now
- Amazon FlexApr 2018 to now
- LPL FinancialFeb 2022 to Jun 2025
- BMO Harris BankApr 2021 to Feb 2022
- Kestra Financial, Inc.Aug 2020 to Apr 2021
- Waddell & Reed IncJul 2014 to Aug 2020
- Dashing DispatchersMay 2013 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (KS).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
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
- 6366770
- Firm CRD
- 339919