Kristy
Haley
Avantax Advisory Services
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About this Advisor
Kristy Haley is a financial advisor based in El Segundo, California, working with Avantax Advisory Services. Kristy has previously held positions at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Cetera Advisors LLC, Cetera Advisor Networks LLC, Tower Square Investment Management LLC, Avantax Investment Services, Avantax Advisory Services, and Avantax Planning Partners. Kristy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kristy is part of Avantax Advisory Services, which operates out of El Segundo, California. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kristy Haley Work History
Avantax Investment Services
Avantax Advisory Services
Avantax Planning Partners
Tower Square Investment Management LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Advisors LLC
Cetera Advisor Networks LLC
Cetera Financial Specialists LLC
Disclosures
Please visit the SEC profile of Kristy Haley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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