Skip to content

Audrey Leeann Haney

Investment adviser representative at Signaturefd, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.7BFirm assets

Are you Audrey Leeann Haney? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Signaturefd, LLCMar 2021 to now
  2. Trademark Capital ManagementMay 2018 to Mar 2021
  3. University of GeorgiaAug 2015 to May 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (GA).

Signaturefd, LLC

$9.7BAssets managed
1,913Clients
49Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8307477
Firm CRD
112758
Advisor's SEC record (opens in a new tab)
CallContact this firm