P. Allen Haney

P. Allen Haney

Senior Partner

I hold Professional Designations of Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL). Also holds Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63, and 65 licenses, held with LPL Financial.