Haley Carlisle (CRD# 7649146) is an Investment Advisor Representative working at Edward Jones in Leesburg, FL and has 1 year of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2022 - Current | 1 |
| Final Embrace LLC | Eustis, FL | Jan 2016 - Current | 8 |
| Belk | Leesburg, FL | Aug 2022 - Oct 2022 | < 1 |
| Harrison Real Property Group LLC | Tavares, FL | May 2022 - Oct 2022 | < 1 |
| Remax Premier Realty | Wildwood, FL | Nov 2021 - Apr 2022 | < 1 |
| Era Grizzard Real Estate & Property Management | Leesburg, FL | Feb 2016 - Oct 2021 | 5 |
| Eberl Claim Service, LLC | Lakewood, CO | Oct 2018 - Oct 2018 | < 1 |
| Haleys Comet Clothing | Tavares, FL | Mar 2008 - Mar 2016 | 8 |
| Stein Mart | Lady Lake, FL | Sep 2015 - Feb 2016 | < 1 |
| Doterra Oil | Leesburg, FL | Jun 2015 - Sep 2015 | < 1 |
| Bealls Inc & Subsidiaries | Eustis, FL | May 2014 - Jun 2015 | 1 |
| Focus Magazine Of Lake County LLC | Tavares, FL | May 2013 - Jun 2014 | 1 |
| Bed Bath & Beyond Inc. | Winter Garden, FL | May 2014 - May 2014 | < 1 |
| Leesburg Partnership | Leesburg, FL | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- FL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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