Haley Securities, Inc.

Broker-DealerFINRA Member
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 privately held corporation with ownership identified as a domestic entity and/or an individual. FINTRX classifies the firm as "Unclassified" and the record provides very limited detail about its business activities or advisory services. The available data indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, is not flagged as a multistate adviser, and is not listed as a pension consultant or related adviser. No descriptive information about fee structure, client focus, or investment mandates is provided in the record.

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
  • Shirley Brown

    Shirley Brown

    President & ShareholderCRD 4391859

  • Richard Rackers

    Richard Rackers

    Registered RepresentativeCRD 4437117

  • Brian Overly

    PrincipalCRD 5264831

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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