Patrick HenryCRD 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 18 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.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Hanson Mcclain||Sacramento, CA||Apr 2008 - Current||10|
|Hanson Mcclain||Sacramento, CA||Jan 2008 - Current||10|
|Hanson Mcclain Advisors||Sacramento, CA||Feb 2004 - Current||14|
|Hanson Mcclain Strategic Advisors, Inc.||Sacramento, CA||Aug 2011 - Jun 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2004|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0