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Charles Masters Haynor

RAYNER & HAYNOR·MILL VALLEY, California
Series 2, Series 7Clean record33 years registeredRAYNER & HAYNOR
655 REDWOOD HWY, SUITE 370, MILL VALLEY, CA 94941-3057CRD# 1689289Firm CRD# 108190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Masters Haynor · MILL VALLEY, CA
Registration
CRD #1689289 · RAYNER & HAYNOR · 33 years registered
Brand Profile
Not yet started
01

Career History

UNITED CAPITAL FINANCIAL ADVISORS
Dec 2014 – present
RAYNER & HAYNOR
Mar 1993 – Dec 2014
MILL VALLEY, CA
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Registration record
First registered · March 29, 1993
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RAYNER & HAYNOR
CRD 108190 · SEC 801-13556
AUM
$204M
Regulatory assets under management
Employees
4
230 client accounts
Services offered by RAYNER & HAYNOR
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Introduction

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05

Frequently Asked Questions

What services does Charles Masters Haynor offer?
Charles Masters Haynor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILL VALLEY, California for a consultation.
What are Charles Masters Haynor's credentials?
Charles Masters Haynor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Masters Haynor located?
Charles Masters Haynor is based in MILL VALLEY, California, working with RAYNER & HAYNOR. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Charles Masters Haynor charge for services?
Charles Masters Haynor'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 RAYNER & HAYNOR?
RAYNER & HAYNOR has approximately 4 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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