Patrick Haney
Patrick Haney is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Gaithersburg, MD, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7 Park Avenue, Gaithersburg, MD, 20877
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Regulatory History (1)
Regulatory
January 2007Other Business ActivitiesSells Insurance
Patrick operates his LPL business through Highlander Financial Group. He also works at The Haney Company, an insurance agency, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
NFP Securities, INC.Broker
NFP Securities, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
The Advisors Group, INC.
The Advisors Group, INC.Broker
W. S. Griffith & CO., INC.Broker
Princor Financial Services CorporationBroker
Manequity, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.