Unclaimed Profile

Charles Davis Haines

KINSIGHT, LLC·BIRMINGHAM, Alabama

Series 2, Series 6, Series 22, Series 63, Series 65Clean record35 years registeredKINSIGHT, LLC

600 UNIVERSITY PARK PLACE, BIRMINGHAM, AL 35209CRD# 1205641Firm CRD# 116047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Davis Haines · BIRMINGHAM, AL

Registration

CRD #1205641 · KINSIGHT, LLC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KINSIGHT, LLC

WARREN AVERETT ASSET MANAGEMENT, LLC

Apr 2017 – Jan 2022

BIRMINGHAM, AL

KINSIGHT, LLC

Apr 1991 – Mar 2018

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 22

Series 63

Series 65

Registration record

First registered · April 19, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KINSIGHT, LLC

CRD 116047 · SEC 801-60687

AUM

$7M

Regulatory assets under management

Employees

1 client accounts

Services offered by KINSIGHT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at KINSIGHT, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Davis Haines offer?

Charles Davis Haines specializes in Retirement Planning, Fee-Only Advisory.

What are Charles Davis Haines's credentials?

Charles Davis Haines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Davis Haines located?

Charles Davis Haines is based in BIRMINGHAM, Alabama, last registered with KINSIGHT, LLC.

How does Charles Davis Haines charge for services?

Charles Davis Haines's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KINSIGHT, LLC?

KINSIGHT, LLC has approximately 3 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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