William M. Haskins

INSIGHT ADVISORS

Glen Allen, VA 23060

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CRD#: 1264179

Professional summary

William Meade Haskins JR, who also goes by William Meade Jr Haskins, is a registered financial advisor currently at INSIGHT ADVISORS, LLC located in Glen Allen, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. William has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 5 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Meade Jr Haskins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Insight Advisors, LLC d/b/a Benchmark Wealth Advisors, Inc. Investment Related. 4198 Cox Road, Suite 103, Glen Allen, VA 23060. RIA. Financial Advisor. 01/2017. 180 Hrs/Mo; 140 Hrs/Mo During Trading Hours. Giving Clients Advice Regarding Securities. 2. CO-TRUSTEE FOR PARENTS IN-LAW, Investment Related. PO Box 356, GOOCHLAND, VA, 23063. Management of Trust Assets. Co-Trustee. 09/2008. 1 Hr/Mo; 0 During Trading Hours. Review Securities and Complete and File Annual Tax Returns.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Meade Haskins JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 19, 2017 - Present

INSIGHT ADVISORS, LLC

Office #1: 4198 Cox Rd. Suite 103, Glen Allen, VA 23060

RIA

CRD#: 168057

Glen Allen, VA

Past

January 19, 2017 - December 31, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Glen Allen, VA

Past

January 9, 2009 - January 17, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

GLEN ALLEN, VA

Past

June 30, 2006 - January 17, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

GLEN ALLEN, VA

Past

January 16, 2001 - June 30, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

RICHMOND, VA

Past

April 1, 1996 - February 6, 2001

FERRIS, BAKER WATTS, LLC

CRD#: 285

BALTIMORE, MD

Past

March 13, 1992 - March 28, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

March 27, 1989 - March 20, 1992

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 11, 1985 - April 4, 1989

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 21, 1985 - October 29, 1985

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

July 26, 1984 - June 27, 1985

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/19/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/9/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 9/9/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 5

Date: 6/16/1988

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 7/21/1984

General Securities Representative Examination

Current Firm

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

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Contact information

Main Address

10 N. State Street, Newtown, PA 18940

Mailing Address

Phone number

(215) 550-6011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/7/2025)

Regulatory assets under management

Total Number of Accounts	2,427
AUM (Assets Under Management)	$ 712,359,160

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William M. Haskins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Meade Haskins JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

FERRIS, BAKER WATTS, LLC

PRUDENTIAL EQUITY GROUP, LLC

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY DW INC.

MML INVESTORS SERVICES, LLC

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

INSIGHT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2008

Series 63

Date: 6/13/1984

SIE

Date: 10/1/2018

Series 3

Date: 9/9/1988

Series 5

Date: 6/16/1988

Series 7

Date: 7/21/1984

Current Firm

INSIGHT ADVISORS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT ADVISORS, LLC

TRUST BUT VERIFY

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