Haley Gloe (CRD# 6345739) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, NH and has over 3 years of experience in the finance industry.
CRD# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lincoln, NE | Jul 2021 - Current | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Lincoln, NE | Jan 2021 - Jul 2021 | < 1 |
| Step By Step, LLC | Lincoln, NE | Nov 2020 - Jul 2021 | < 1 |
| Waddell & Reed Inc. | Lincoln, NE | Jun 2020 - Jul 2021 | 1 |
| Waddell & Reed, Inc. | Lincoln, NE | Jun 2020 - Jul 2021 | 1 |
| Phyllis Webb | Lincoln, NE | Jun 2020 - Jul 2021 | 1 |
| Above & Beyond Cleaning | Lincoln, NE | May 2016 - Jul 2021 | 5 |
| Dino's Eastside Grille | Lincoln, NE | Dec 2019 - Aug 2020 | < 1 |
| Phyllis Webb, Fa | Lincoln, NE | Jul 2017 - Jun 2020 | 2 |
| Dino's | Lincoln, NE | Dec 2019 - Feb 2020 | < 1 |
| Clean Juice | Lincoln, NE | May 2019 - Dec 2019 | < 1 |
| Above & Beyond Cleaning Services | Lincoln, NE | May 2016 - May 2018 | 2 |
| Waddell & Reed | Lincoln, NE | Jun 2014 - Jul 2017 | 3 |
| Waddell & Reed | Lincoln, NE | May 2014 - Jul 2017 | 3 |
| Indian Hills Community Church | Lincoln, NE | Jul 2010 - Jun 2014 | 3 |
| Lee Enterprises | Lincoln, NE | Jun 2008 - Jun 2014 | 6 |
| Indian Hills Church | Lincoln, NE | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- NE
- NH
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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