Cetera Investment Advisers
31yrs
Top advisor by experience in Newport
3yrs
Haley Ann Patton
Financial advisor at LPL Financial
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1007 SW Bayley St, Newport, OR 97365
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
Questions to ask Haley
Tailored to Haley’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Haley
How do I contact Haley?
Call LPL Financial at 704-733-3300 and ask for Haley Ann Patton. Haley works from the Newport, OR office.
How long has Haley been a financial advisor?
Haley has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Haley hold?
Series 66. Tap any license on this page to see what it allows.
Is Haley a fiduciary?
Haley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Haley paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Haley for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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