Financial Advisor Newport Rhode Island

 

About Financial Advisor Tim Hayes

Tim Hayes

Financial Advisor

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As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, and annuities. I use them to build custom portfolios, trusts, and retirement plans for people and organizations.

Communities of the Newport

Jamestown, Little Compton, Middletown, Portsmouth, Tiverton 

  • 25+ years of experience
  • Licensed in MA, RI, NH, & ME
  • Finance degree from the University of South Florida

Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. Also registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 registered representatives nationwide.

I’ve held an industry securities registration for 25+ years and am subject to SEC and FINRA oversight.

S. Dartmouth Office

Service clients in Rhode Island from my S. Dartmouth office.

Financial Advisor Newport Rhode Island

How much do you charge?

Clients have 3 payment options. Most clients pay a flat fee which is 1% or less depending on the size and complexity of your financial planning needs.

Flexible Payment Options

Do we need to meet in person?

The first appointment should be in person. There is no cost for this introductory and fact finding meeting. If you become a client constant contact either in person, email, or by phone is important.

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