Stephen HaneyCRD Number: 6071839
Current Firm: Lincoln Financial Advisors Corporation
Stephen Haney (CRD# 6071839) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Berwyn, PA and has over 4 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Lincoln Financial Advisors||Berywn, PA||Nov 2014 - Current||2|
|Tower Financial At Continental Bank||Newtown Square, PA||Dec 2013 - Nov 2014||< 1|
|Raymond James Financial Services, Inc.||Newtown Square, PA||Feb 2013 - Nov 2014||1|
|Raymond James Financial Services Advisors Inc.||Newtown Square, PA||Feb 2013 - Nov 2014||1|
|Axa Advisors, LLC||New York, NY||Nov 2012 - Jan 2013||< 1|
|Ing Financial Partners, Inc.||Philadelphia, PA||Jun 2012 - Oct 2012||< 1|
|Lion Line Telefund||State College, PA||Jun 2011 - Jun 2012||1|
|The Pennsylvania State University||State College, PA||Jun 2008 - Jun 2012||4|
|Emoney Advisor, LLC||Conshohocken, PA||Jul 2009 - Aug 2010||1|
|Coldstone Creamery||King Of Prussia, PA||May 2007 - May 2008||1|
|Malvern Preparatory School||Malvern, PA||Sep 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.