Haley Hobbs, financial advisor Lakewood WA
93 score

Haley Hobbs

CRD Number: 5955626
Current Firm: Wells Fargo Clearing Services, LLC

Haley Hobbs (CRD# 5955626) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Lakewood, WA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Tacoma, WA Nov 2016 - Current 1
Wells Fargo Bank, N.a. Tacoma, WA Jul 2008 - Current 9
Wells Fargo Advisors LLC Tacoma, WA Jul 2011 - Nov 2016 5
Unemployed Tacoma, WA Jun 2008 - Jul 2008 < 1
Wells Fargo Financial Tacoma, WA Jul 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Haley I. Hobbs
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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