Joseph HaneyCRD 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 9 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.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|The Vanguard Group, Inc.||Malvern, PA||Sep 2011 - Current||5|
|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|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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