Stephen Haney, financial advisor Berwyn PA
90 score

Stephen Haney

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Stephen J. Haney
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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