Marcella Haines, financial advisor Baker City OR

Marcella Haines

CRD Number: 734105
Current Firm: Lpl Financial LLC

Marcella Haines (CRD# 734105) is an Investment Advisor Representative working at Lpl Financial LLC in Baker City, OR and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Baker City, OR Feb 1990 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1981
S65 NASAA Investment Advisors Law Examination Jun 1995
Contact Info for Marcella S. Haines
Phone Number: 704-733-3300
Registered State(s):
  • NJ
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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