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Richard Kimmel Haines

Advisor at Equitable Advisors — Duquoin, IL

Updated today

Credentials

Series 63, Series 65

Experience

48 years

Location

Duquoin, IL

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,620

Across 968 offices

Clients per advisor

16 Very Low

Avg AUM per client

$570,841 High

HNW client ratio

47% Very High

About

Richard Haines is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

See office

Duquoin, IL

Duquoin IL

Advisors at this office

1

Most active in

Illinois

Work history

48 years of industry experience

Equitable Advisors

1999 - Present • 27 years

New York, NY

Axa Advisors, Llc

1999 - 2020 • 21 years

New York, NY

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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Chad R

Series 63, Series 65

Pinckneyville, IL

Steward Partners Investment Advisory, LLC

Chad Rushing is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked at Raymond James Financial and Freedom Street Partners. Outside of advising, he owns an agricultural farm and serves as a board member of Pinckneyville Community Hospital. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, institutions, and charitable organizations with a variety of advisory and portfolio management solutions, including discretionary and non-discretionary services and access to third-party money managers.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

Tucker K

CFP®, Series 66

Pinckneyville, IL

Edward Jones

Tucker Kuhnert is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Pinckneyville, Illinois. He has four years of industry experience and has been with Edward Jones since 2021. Outside of his advisory role, Kuhnert is involved in music as the band leader of the Tucker Kuhnert Band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Dwayne E

Series 63, Series 65

Pinckneyville, IL

LPL Enterprise

Dwayne Epplin is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of his advisory work, he serves on the board of the PCHS Education Foundation and coaches sports and fitness at Pinckneyville Community High School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, providing financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with other financial products, including insurance, and offers access to model portfolios and third-party asset managers.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Brenta B

Series 66

Ava, IL

LPL Financial

Brenta Bevis is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she works as a cashier at Walmart and is a notary public, providing notary services exclusively for LPL clients when needed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)

Andrew D

CFP®, Series 63, Series 66

Du Quoin, IL

Edward Jones

Andrew Darnell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he maintains ownership and management responsibilities for a commercial property in Du Quoin, IL. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nathanial S

Series 65, Series 63

Du Quoin, IL

LPL Enterprise

Nathanial Shupe is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining LPL Enterprise, he worked at Integrity Alliance, Mwa Financial Services Inc., and Modern Woodmen Of America. Outside of his advisory role, Shupe is a business owner of Tomahawk Bar & Grill and serves on the boards of the Jr Indians Football and Indian Village Athletic Club non-profits in Du Quoin, Illinois. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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