user avatar

Marcella S Haines

Advisor at LPL Financial — Hermiston, OR SE 4th St

Updated today

Credentials

Series 63, Series 65

Experience

45 years

Location

Hermiston, OR 97838

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Marcella Haines is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with LPL Financial and its predecessor firm since 1990. Haines also serves as a speaker and educator on retirement topics through Vision Retirement Education Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Hermiston, OR SE 4th St

975 SE 4th St

Hermiston OR 97838

Advisors at this office

1

Most active in

New Jersey · Oregon · Texas · Washington

Work history

45 years of industry experience

LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)

1990 - Present • 36 years

Baker City, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Devin B

Series 66

Hermiston, OR

Edward Jones

Devin Bailey is a financial advisor with Edward Jones in Hermiston, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in the education sector with the Morrow County and Stanfield School Districts for a combined nine years. Outside of advisory work, he is involved in a local salon business as an owner and serves as secretary for a community pickleball organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Doctor or Medical Professional Educators, Teachers, and Academics
user avatar

James H

Series 63, Series 65

Hermiston, OR

OSAIC

James Hurst is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked for Securities America Advisors and Securities America, Inc. He serves as a director on the Hermiston School District Board of Education and provides private voice instruction and music production. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Kameron W

ChFC®, Series 66

Hermiston, OR

Edward Jones

Kameron Watson is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at US Bancorp Investments Inc and US Bank. He also has experience in education from Lane Community College and the University of Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Inheritance planning Founder/Business Owner

Kacie L

Series 66

Hermiston, OR

Edward Jones

Kacie Levy is a financial advisor at Edward Jones in Hermiston, OR, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she co-owns and coaches a youth travel softball team through Bulldog Youth Softball, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Kassandra W

CFP®, Series 66

Hermiston, OR

Edward Jones

Kassandra Williams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Hermiston, OR, and holds a Series 66 license. Outside of her advisory role, Williams volunteers as a reserve police officer with the Umatilla Police Department. Edward Jones is a full-service wealth management firm servicing individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive Women Professionals
user avatar

Rachel A

Series 66

Hermiston, OR

Edward Jones

Rachel Allen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked at Madison Ranches and the Echo School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)