Patrick Henry, financial advisor Sacramento CA
96 score

Patrick Henry

CRD Number: 1781345
Current Firm: Hanson Mcclain Securities

Patrick Henry (CRD# 1781345) is an Investment Advisor Representative working at Hanson Mcclain Securities in Sacramento, CA and has over 17 years of experience in the finance industry. Patrick Henry 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
Hanson Mcclain Sacramento, CA Apr 2008 - Current 8
Hanson Mcclain Sacramento, CA Jan 2008 - Current 8
Hanson Mcclain Advisors Sacramento, CA Feb 2004 - Current 12
Hanson Mcclain Strategic Advisors, Inc. Sacramento, CA Aug 2011 - Jun 2012 < 1
Hanson Mcclain Sacramento, CA Apr 2004 - Jan 2008 3
Securities America, Inc. Sacramento, CA Jul 2004 - Dec 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2004
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Patrick A. Henry
Phone Number: 916-608-1525
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


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