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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 8 years, 4 months Apr 2008 - Present
Hanson Mcclain 8 years, 7 months 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, 6 months Feb 2004 - Present
Are You
Patrick Allen Henry?
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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

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 21, 2016
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 June 20, 2016
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
      Accounts
    • $242.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
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