professional profile
Haley Lynn Ellis, CFP
Overview
Haley Lynn Ellis is an insurance agent, a registered representative and an investment adviser representative based in Wilmington, NC, with 8 years in the industry.
- Years in the industry
- 8
- States registered
- 2
- Exams passed
- 3
- Current firms
- 2
Contact
2 business emails and 3 phone numbers on file
Registrations and licenses
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- The Strategic Financial Alliance, Inc.Current firm
- Allegiance Financial GroupCurrent firm
Employment history since 2018
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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