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Thomas Edward Haynes

VINE CAPITAL MANAGEMENT, LLC·MENIFEE, California
SIE, Series 7, Series 24, Series 66Clean record26 years registeredVINE CAPITAL MANAGEMENT, LLC
29798 HAUN ROAD, MENIFEE, CA 92586CRD# 2925033Firm CRD# 269894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Edward Haynes · MENIFEE, CA
Registration
CRD #2925033 · VINE CAPITAL MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

VINE CAPITAL MANAGEMENT, LLC
Aug 2015 – present
LPL FINANCIAL LLC
Aug 2004 – Aug 2015
SUN CITY, CA
WACHOVIA SECURITIES, LLC
Jul 2003 – Aug 2004
SAN DIEGO, CA
PRUDENTIAL SECURITIES INCORPORATED
Nov 1999 – Jul 2003
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · November 4, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VINE CAPITAL MANAGEMENT, LLC
CRD 269894 · SEC 801-123544
AUM
$132M
Regulatory assets under management
Employees
2
235 client accounts
Services offered by VINE CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VINE CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Thomas Edward Haynes offer?
Thomas Edward Haynes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MENIFEE, California for a consultation.
What are Thomas Edward Haynes's credentials?
Thomas Edward Haynes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Edward Haynes located?
Thomas Edward Haynes is based in MENIFEE, California, working with VINE CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENIFEE metropolitan area and surrounding communities.
How does Thomas Edward Haynes charge for services?
Thomas Edward Haynes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VINE CAPITAL MANAGEMENT, LLC?
VINE CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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