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Patrick Lee Hayman

Advisor at LPL Financial — Waycross, GA

Updated today

Credentials

Series 66

Experience

14 years

Location

Waycross, GA

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Patrick Hayman is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, Bb&T Securities, and BBTIS. He is based in Waycross, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Waycross, GA

Waycross GA

Advisors at this office

2

Most active in

Georgia

Work history

14 years of industry experience

LPL Financial LLC

2019 - Present • 7 years

Waycross, GA

Bb&T Securities, Llc

2018 - 2019 • 1 year

Valdosta, GA

Bbtis

2016 - 2019 • 3 years

Douglas, GA

Edward Jones

2012 - 2016 • 4 years

Disclosures

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

Business activities & affiliations

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Matthew T

Series 66

Blackshear, GA

Kestra Private Wealth Services, LLC

Matthew Tuten is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Northwestern Mutual and Avantax. Tuten is a managing partner at BYRT Financial Advisors, LLC, where he oversees office operations and business decisions, and is involved in additional financial advisory and insurance-related activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Roy S

Series 66

Waycross, GA

Cape Investment Advisory, Inc.

Roy Smith Jr. is a financial advisor at Cape Investment Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Paragon Partners. Since April 2024, he has also served as a regional client manager supporting and educating state of Georgia plan participants through ACCG's Retirement Solutions. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, using a process that incorporates personal client discussions and asset allocation informed by historical data and optimization software.

Private / alternative investments Options & derivatives strategies
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Kella B

Series 66

Waycross, GA

Kestra Private Wealth Services, LLC

Kella Bell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Kestra, she worked at Avantax Advisory Services and Avantax Investment Services Inc., and she has over a decade of experience as a partner at BYRT CPAs, LLC, where she specializes in tax preparation and planning. Outside of her advisory role, she serves as secretary of Southeast Bolt Company, a hardware store owned by her family, assisting occasionally with bookkeeping. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jacob E

Series 65, Series 63

Blackshear, GA

Kestra Private Wealth Services, LLC

Jacob Evors is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at BYRT Financial Advisors LLC, Avantax Investment Services Inc., and Northwestern Mutual. He also served eight years on the Pierce County Board of Education. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of December 2025. The firm serves both individual and institutional clients and offers a wide range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive

John P

Series 66

Waycross, GA

Edward Jones

John Pfaff II is a financial advisor with Edward Jones in Waycross, GA, holding a Series 66 designation. He has prior experience at MFA Incorporated and the University of Missouri, as well as a decade at Georgia Connections Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Paul W

Series 66

Waycross, GA

OSAIC

Paul Walker is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors, Inc. for eight years. Outside of his advisory role, he owns Parable Financial Network and supervises the financial secretary for First Assembly of God church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers through a large network of affiliated advisors and multiple platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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