William Haskins has been an investment adviser representative at Insight Advisors since January 2017, and is not listed among the firm’s executive officers or direct owners.
Insight Advisors, LLC is a Newtown, PA firm with $786M under management, 899 clients and 16 advisers across 3 offices, as of its May 2026 filing.
William Haskins’ longest registration is the current one, 9 years at Insight Advisors since 2017. Before joining Insight Advisors in 2017, William Haskins was registered through Wells Fargo Advisors Financial Network, LLC.
- Insight Advisors, LLCCurrent– present · 9 yearsGlen Allen, VA · Adviser representative · Firm CRD 168057
- Wells Fargo Advisors Financial Network, LLC– · 8 yearsGlen Allen, VA · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
William Haskins is registered as an investment adviser representative in Virginia, since January 2017.
- VirginiaSince 19 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 2008 |
| Series 3 | National Commodity Futures Examination | 9 September 1988 |
| Series 5 | Interest Rate Options Examination | 16 June 1988 |
| Series 7 | General Securities Representative Examination | 21 July 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 June 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Interest Rate Options Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- William Meade Haskins
- CRD
- 1264179
- Firm
- Insight Advisors · CRD 168057
- Office
- 4198 Cox Rd., Suite 103, Glen Allen, VA 23060
- Registration
- Investment adviser registration
- In the industry since
- July 1984
- Disciplinary history
- Not yet shown here · SEC record
Where does William Haskins work?
William Haskins is an investment adviser representative registered through Insight Advisors, LLC since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is William Haskins a financial advisor?
Yes. William Haskins has a current investment-adviser registration in Virginia, through Insight Advisors since January 2017.
How many years of experience does William Haskins have?
William Haskins has 42 years in the financial industry, since July 1984, across 2 adviser firms.
What exams has William Haskins passed?
William Haskins has passed 5 licensing exams: the Series 63, Series 7, Series 5, Series 3 and Series 65. The earliest, the Series 63, was passed in June 1984. FINRA credited William Haskins with the SIE, which began in October 2018.
Where did William Haskins work before Insight Advisors?
Before Insight Advisors, William Haskins was registered through Wells Fargo Advisors Financial Network, LLC, January 2009 to January 2017.
Where is William Haskins based?
William Haskins’ registered office is in Glen Allen, VA.
Is William Haskins registered with FINRA?
No. William Haskins has no current broker registration.
How can I verify William Haskins’ record?
Search CRD 1264179 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Haskins’ full registration record.