Back to top

Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Hanson Mcclain Strategic Advisors, Inc. 10 months Aug 2011 - Jun 2012
Hanson Mcclain 7 years, 10 months Apr 2008 - Present
Hanson Mcclain 8 years, 1 month Jan 2008 - Present
Securities America, Inc 3 years, 5 months Jul 2004 - Dec 2007
Hanson Mcclain 3 years, 9 months Apr 2004 - Jan 2008
Hanson Mcclain Advisors 12 years Feb 2004 - Present
Are You
Patrick Allen Henry?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Patrick Henry

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 26, 2014
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 26, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Hanson Mcclain Advisors

Last updated on Sept. 11, 2015
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $240.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
Other Advisors in Your Area
  • Eve L. Kaplan, CFP®
    Kaplan Financial Advisors LLC
    Berkeley Heights, NJ
    View Profile
  • James D. Kinney, CFP®
    Financial Pathways
    Bridgewater, NJ
    View Profile
  • Sheri Cupo, CFP®
    SageBroadview Financial Planning, LLC
    Morristown, NJ
    View Profile
  • Daniel "Danny" Chen
    Cetera Advisors LLC
    Eatontown, NJ
    View Profile
  • Douglas J. Lyons, CFA, CFP®, CDFA™
    Douglas J. Lyons Financial Group Inc.
    Red Bank, NJ
    View Profile
  • Ryan Patrick Zacharczyk
    Zynergy Retirement Planning
    Red Bank, NJ
    View Profile