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Hayden Latimer

Advisor at Wells Fargo Clearing — El Dorado, AR

Updated today

Credentials

Series 66

Experience

4 years

Location

El Dorado, AR 71730

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,141

Across 1,489 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Hayden Latimer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously had roles at Benjamin F. Edwards & Co., Hazmat Services, Inc., Southern Arkansas University, and Oil Field Energy Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary investment solutions supported by research from the Wells Fargo Investment Institute.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

El Dorado, AR

308 N Jefferson

El Dorado AR 71730

Advisors at this office

2

Most active in

Arkansas · Texas

Work history

4 years of industry experience

Wells Fargo Clearing

2019 - Present • 7 years

El Dorado, AR

Benjamin F. Edwards & Co.

2018 - 2018 • 1 year

El Dorado, AR

Hazmat Services, Inc.

2017 - 2018 • 1 year

El Dorado, AR

Southern Arkansas University

2015 - 2019 • 4 years

Magnolia, AR

Oil Field Energy Services

2009 - 2019 • 10 years

El Dorado, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Bruce B

CFP®, Series 65

El Dorado, AR

Mustard Seed Wealth Management

Bruce Butterfield is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Mustard Seed Wealth Management since 2005 and currently works at the firm's El Dorado, Arkansas office. Outside of his advisory role, he is a 50% owner of a commercial real estate business in El Dorado. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in assets.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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Gregory H

Series 63, Series 66

El Dorado, AR

International Assets Investment Management, LLC

Gregory Harrison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory work, he is co-owner of The Olde Towne Store, a grocery, restaurant, and bakery in El Dorado, Arkansas, and serves in various community roles including finance committee member of 1st Baptist Church, commissioner of the El Dorado Oilers baseball team, and chairman of the board for The Hannah Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm emphasizes customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and offers access to third-party money managers and financial planning services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Robert W

Series 66

El Dorado, AR

Benjamin F. Edwards & Company, Inc.

Robert Waggoner is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Waggoner has been with Benjamin F. Edwards since 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models, with ongoing oversight by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Laney M

CFP®, Series 63, Series 66

El Dorado, AR

Benjamin F. Edwards & Company, Inc.

Laney Mitcham is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. Prior to joining Benjamin F. Edwards, she worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to her advisory role, she teaches finance at Southern Arkansas University. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Charles S

CFP®, Series 63, Series 65

El Dorado, AR

Independent Advisor Alliance, LLC

Charles Skinner is a CFP® with 10 years of experience in the financial services industry. He is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial and GenWealth Financial Advisors. Skinner also holds a notary public role outside of his advisory work. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model supported by discretionary and non-discretionary portfolio management and a range of investment strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired

Victoria Y

Series 66

El Dorado, AR

Edward Jones

Victoria Young is a Series 66 licensed financial advisor with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Emrich & Scroggins, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branches.

Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Educators, Teachers, and Academics Founder/Business Owner Women Professionals
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