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Weslee Allen Haynes

Fisher Investments

Plano, TX

Plano, TX

CRD 6967516

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

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

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-22
  • TX RA
    APPROVED
    Since 2020-06-22

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Plano TX 02/2020 Present
222 Consulting Dallas TX 08/2019 12/2019
Toulouse Cafe And Bar Dallas TX 06/2019 09/2019
Yayas Eurobistro Chesterfield MO 07/2018 05/2019
Big Daddy'S On The Landing St. Louis MO 08/2016 07/2018
Gateway Arch Riverboats St. Louis MO 06/2017 12/2017
Catfish Charlies Riverside Restaurant Dubuque IA 05/2016 08/2016
Yardarm Riverside Bar Dubuque IA 05/2016 08/2016
Saint Louis University Saint Louis MO 08/2014 05/2019
  • 02/2020 → Present
    Fisher Investments
    Plano, TX
  • 08/2019 → 12/2019
    222 Consulting
    Dallas, TX
  • 06/2019 → 09/2019
    Toulouse Cafe And Bar
    Dallas, TX
  • 07/2018 → 05/2019
    Yayas Eurobistro
    Chesterfield, MO
  • 08/2016 → 07/2018
    Big Daddy'S On The Landing
    St. Louis, MO
  • 06/2017 → 12/2017
    Gateway Arch Riverboats
    St. Louis, MO
  • 05/2016 → 08/2016
    Catfish Charlies Riverside Restaurant
    Dubuque, IA
  • 05/2016 → 08/2016
    Yardarm Riverside Bar
    Dubuque, IA
  • 08/2014 → 05/2019
    Saint Louis University
    Saint Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-22
  • S65 Uniform Investment Adviser Law Examination
    2020-06-22

View on SEC IAPD

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