Charles Lawrence Hayden

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger)
  Grand Rapids, MI

Other Businesses

1. 02/05/2010 - DBA ONLY, HAYDEN RIES INVESTMENT MANAGEMENT, MI. 2. 08/15/2023 - Author - Not Investment Related - Home Based - Start Date 08/14/2023 - 15 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-14
• S63 Uniform Securities Agent State Law Examination
  1997-07-24