Brian Joseph Haney

Cambridge Investment Research Advisors, INC.

19 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management

Cambridge Investment Research Advisors, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3842 advisors

Number of Clients

323,031 clients

Average Client Portfolio

$317K average

Assets Under Management

$102.4B

Fee Structure

Location

901 N Broad Street, Suite 400, Rome, GA, 30161

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History

Regulatory History (2)

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Employment Separation After Allegations

April 2017

Customer Dispute

December 2008

Withdrawn

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is a VP and licensed insurance agent at The Haney Company, a family-owned insurance brokerage, dedicating about a quarter of his time. He also serves as Immediate Past President of NAIFA, is an author and professional speaker, and provides advisor branding coaching and consulting.