James Haney is a registered investment advisor, based in Oklahoma City, OK, with 37 years of industry experience.
Location
Oklahoma City, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved in several outside business activities. He is a partner in SDD Investments LLC and Muddy Boggy Group LLC, president of Griffin & Haney, Inc. CPAs (taking nearly full-time), and an advisory board member for Cornerstone Equities Charitable Trust.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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