James Haney, financial advisor Ada OK
93 score

James Haney

CRD Number: 1884633
Current Firm: H.d. Vest Advisory Services, Inc.

James Haney (CRD# 1884633) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Ada, OK and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Ada, OK Nov 1989 - Current 27
H.d. Vest Investment Services Ada, OK Sep 1988 - Current 28
Griffin & Haney, Inc., Cpa's Ada, OK Jun 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
Contact Info for James D. Haney
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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