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Marcella Haines

Advisor at LPL Financial

Updated today

Location

Hermiston, OR 97838

Credentials

Series 63, Series 65

Industry experience

44 years

About

Marcella Haines is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with LPL Financial and its predecessor since 1990. In addition to her advisory role, she serves as a speaker and educator on retirement topics at Eastern Oregon University and local libraries. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

975 Se 4 Th St

Hermiston, OR 97838

Most active in

New Jersey · Oregon · Texas · Washington

Work history

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

1990 - Present (36 years)

Disclosures

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

Business activities & affiliations

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