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Patrick J Haley

VERIDAN WEALTH·WEST LINN, Oregon
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1742 WILLAMETTE FALLS DR, WEST LINN, OR 97068CRD# 5173884Firm CRD# 329666
01

About

Patrick J Haley is a registered financial advisor based in WEST LINN, Oregon, affiliated with VERIDAN WEALTH. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VERIDAN WEALTH
VERIDAN WEALTH
AUM
$289M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VERIDAN WEALTH →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5173884
Firm CRD# 329666
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick J Haley offer?
Patrick J Haley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST LINN, Oregon for a consultation.
What are Patrick J Haley's credentials?
Patrick J Haley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick J Haley located?
Patrick J Haley is based in WEST LINN, Oregon, working with VERIDAN WEALTH. Their office serves clients in the WEST LINN metropolitan area and surrounding communities.
How does Patrick J Haley charge for services?
Patrick J Haley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERIDAN WEALTH?
VERIDAN WEALTH has approximately 5 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST LINN
Stanley Clayton Lochrie — ETESIAN WEALTH ADVISORS, INC.Barbara Lochrie — ETESIAN WEALTH ADVISORS, INC.Sandra Joy Familet — HUTT CAPITAL, LLCBenjamin W Wright — ETESIAN WEALTH ADVISORS, INC.Jesse Jonathan Steele — ETESIAN WEALTH ADVISORS, INC.
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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