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 organized as a corporation and has been SEC-registered since 2001. Ownership is listed as a combination of a domestic entity and an individual. The firm's public classification is unclassified. The dataset does not provide a breakdown of the firm’s client segments, fee schedules, or the specific advisory and business activities it conducts. It is not identified as a multi-state adviser, a pension consultant, a related adviser to another firm, or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • Shirley Brown

    Shirley Brown

    President & ShareholderCRD 4391859

  • Richard Rackers

    Richard Rackers

    Registered RepresentativeCRD 4437117

  • Brian Overly

    PrincipalCRD 5264831

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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