HALEY SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
OMAHA, Nebraska
CRD number
104124
Registered since
January 2, 2001

Firm profile

FINTRX

Overview

Haley Securities, Inc. is recorded as a corporation that has been SEC-registered since 2001. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the source data. It is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state or newly formed adviser. The firm is also not listed as a pension consultant and has no related adviser identified.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • CHRISTINE COHOON

    Registered RepresentativeCRD 5279757

  • Mathew Hensley

    Tech Support SpecialistCRD 6837845

  • BRIAN OVERLY

    PrincipalCRD 5264831

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OMAHA, NE

DOUGLAS

Location

OMAHA, NE

Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
8712 W Dodge Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth