Bryan HaneyCRD Number: 3063060
Current Firm: Umpqua Investments, Inc.
Bryan Haney (CRD# 3063060) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Portland, OR and has over 19 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Umpqua Investments, Inc.||Portland, OR||Sep 2013 - Current||4|
|U.s. Bancorp Investments, Inc.||Portland, OR||Apr 1998 - Sep 2013||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Apr 2005|
Total Assets Under Management720MILLIONS
Total Number of Accounts2,332ACCOUNTS
Average Account Value$308,912
- A percentage of assets under your management
- 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)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA, WI