VH
Voras K. Haynes
WESTMINSTER FINANCIAL ADVISORY CORP
Elkins, WV 26241
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CRD#: 1524670
VH
Professional summary
Voras Kerns Haynes JR, CFP® is a registered financial advisor currently at WESTMINSTER FINANCIAL ADVISORY CORP located in Elkins, West Virginia and WESTMINSTER FINANCIAL SECURITIES, INC. located in Elkins, West Virginia.
Voras is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Voras has worked at 5 firms and has passed the Series 63, Series 99TO, SIE and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
1/3 owwner of W.H. Mint, LLC a company formed to own and manage real estate. It also owns and operates an ice cream truck. 1/4 owner of Master Charles LLC a company formed to own and manage a rental property. MTN, LLC and partnership with Cliff Marstiller to own and manage rental properties.
CRS (Client Relationship Summary) - RIA
Click below to view Voras Kerns Haynes JR's 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®
CFP®
Start date: 1994
Experience
Current
March 15, 2021 - Present
WESTMINSTER FINANCIAL ADVISORY CORP
Office #1: 102 South Randolph Ave, Elkins, WV 26241RIA
CRD#: 110283
Elkins, WV
Current
May 28, 1999 - Present
WESTMINSTER FINANCIAL SECURITIES, INC.
Office #1: 102 South Randolph Ave, Elkins, WV 26241BD
CRD#: 20677
Elkins, WV
Past
June 29, 2004 - December 31, 2018
WESTMINSTER FINANCIAL ADVISORY CORP
RIA
CRD#: 110283
ELKINS, WV
Past
January 3, 1994 - May 13, 1999
SECWEST SECURITIES, INC.
BD
CRD#: 25966
FT. LAUDERDALE, FL
Past
June 15, 1989 - January 19, 1994
THOMAS M. NIXON & ASSOCIATES, INC.
BD
CRD#: 17047
PITTSBURGH, PA
Past
August 18, 1986 - June 29, 1989
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
WF
WESTMINSTER FINANCIAL ADVISORY CORP
ADVANCED FINANCIAL ADVISORS LLC | WESTMINSTER FINANCIAL ADVISORY CORP | TUDOR FINANCIAL | THE FINANCIAL SHERPA | SMITH WYND CAPITAL | SHOOP WEALTH MANAGEMENT | SBC INVESTMENT SERVICES | INVESTMENT SERVICES OF HARTFORD | INNOVATIVE INVESTMENTS | GOLDBERG LARKIN | AMERICAN NETWORK
CRD#: 110283 / SEC#: 801-29690
RIA
Registered Investment Advisory firm - (6/15/1987 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/11/2012)
RR
Florida(5/31/2016)
RR
Maryland(3/4/2019)
RR
Missouri(2/10/2021)
RR
North Carolina(3/28/2023)
IAR
North Carolina(3/28/2023)
RR
Ohio(5/24/2020)
RR
Pennsylvania(1/7/2020)
RR
South Carolina(9/23/2024)
RR
Tennessee(4/27/2023)
RR
Texas(9/6/2023)
RR
West Virginia(6/1/1999)
IAR
West Virginia(3/15/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WF
WESTMINSTER FINANCIAL ADVISORY CORP
ADVANCED FINANCIAL ADVISORS LLC | WESTMINSTER FINANCIAL ADVISORY CORP | TUDOR FINANCIAL | THE FINANCIAL SHERPA | SMITH WYND CAPITAL | SHOOP WEALTH MANAGEMENT | SBC INVESTMENT SERVICES | INVESTMENT SERVICES OF HARTFORD | INNOVATIVE INVESTMENTS | GOLDBERG LARKIN | AMERICAN NETWORK
CRD#: 110283 / SEC#: 801-29690
RIA
Registered Investment Advisory firm - (6/15/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 Chestnut Street Suite A-400, Beavercreek, OH 45440
Mailing Address
Phone number
(937) 898-5010
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,255 |
| AUM (Assets Under Management) | $ 1,224,901,646 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2024 | ||
| 02/26/2024 | ||
| 12/09/2022 |
Red Flags
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Company Information
WESTMINSTER FINANCIAL ADVISORY CORP
CRD#: 110283Elkins, WV 26241TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
