Haley Stockstill, financial advisor Ridgeland MS

Haley Stockstill

CRD Number: 4804567
Current Firm: Wells Fargo Clearing Services, LLC

Haley Stockstill (CRD# 4804567) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Ridgeland, MS and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Ridgeland, MS Feb 2019 - Current 2
Morgan Stanley Smith Barney Jackson, MS Jun 2009 - Feb 2019 9
Citigroup Global Markets Inc. Jackson, MS Nov 2003 - Feb 2019 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S66 NASAA Uniform Combined State Law Examination May 2021
Contact Info for Haley B. Stockstill
Phone Number: 314-875-3000
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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