Haley Patton (CRD# 7681650) is an Investment Advisor Representative working at Lpl Financial LLC in Newport, OR and has 1 year of experience in the finance industry.
CRD# 4202430
Lpl Financial LLC
CRD# 3142335
Lpl Financial LLC
CRD# 2644949
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oregon Coast Bank | Newport, OR | Feb 2024 - Current | < 1 |
| Financial Freedom Wealth Management Group (lpl) | Newport, OR | Jan 2023 - Current | 1 |
| Lpl Financial LLC | Newport, OR | Jan 2023 - Current | 1 |
| Hintonburdick Cpas & Advisors | St. George, UT | Jan 2021 - Dec 2022 | 1 |
| Utah Tech University | St. George, UT | May 2020 - Dec 2022 | 2 |
| Coral Canyon Golf Course | Washington, UT | Jul 2020 - Mar 2021 | < 1 |
| Oregon Coast Community College | Newport, OR | Jul 2019 - May 2020 | < 1 |
| The Village Bean | Yachats, OR | Mar 2019 - Jan 2020 | < 1 |
| Waldport High School | Waldport, OR | May 2016 - May 2019 | 3 |
| Overleaf Lodge & SPA | Yachats, OR | Jun 2018 - Dec 2018 | < 1 |
| Prairie View High School | Brighton, CO | May 2015 - May 2016 | 1 |
| Otho E. Stuart Middle School | Commerce City, CO | Jul 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- OR
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
About Wealthminder
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 derived from SEC.gov data covering 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.
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.