Haley ShirleyCRD Number: 7116932
Current Firm: Sage Stone Wealth Management LLC
Haley Shirley (CRD# 7116932) is an Investment Advisor Representative working at Sage Stone Wealth Management LLC in La Jolla, CA and has 1 year of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Sage Stone Wealth Management||La Jolla, CA||Jul 2020 - Current||2|
|University Of San Diego (usd)||San Diego, CA||Aug 2017 - May 2021||3|
|Sage Stone Wealth Management||La Jolla, CA||Apr 2020 - Jun 2020||< 1|
|University Of San Diego||San Diego, CA||Jan 2018 - Dec 2019||1|
|Sage Stone Wealth Management||La Jolla, CA||Jul 2019 - Aug 2019||< 1|
|Morgan Stanley||Scotts Valley, CA||May 2019 - Jun 2019||< 1|
|Aptos High School||Aptos, CA||Aug 2013 - Jun 2017||3|
|Middle School||Aptos, CA||Aug 2011 - Jul 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Total Assets Under Management179MILLIONS
Total Number of Accounts331ACCOUNTS
Average Account Value$539,815
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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