Joseph Haney, financial advisor Malvern PA
96 score

Joseph Haney

CRD Number: 5378719
Current Firm: Vanguard Advisers Inc.

Joseph Haney (CRD# 5378719) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 10 years of experience in the finance industry. Joseph Haney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Sep 2011 - Current 6
Minnesota Life Insurance Co St. Paul, MN Oct 2007 - Aug 2011 3
Securian Financial Services, Inc. St. Paul, MN Oct 2007 - Aug 2011 3
Wexco Financial Group Media, PA Oct 2007 - Aug 2011 3
Ups Philadelphia, PA Mar 1985 - Oct 2007 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Joseph V. Haney
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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