Haley Lynn Ellis
Investment adviser representative at Allegiance Financial Group
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$675MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Allegiance Financial Group Advisory Services LLCJan 2026 to now
- Allegiance Financial GroupNov 2022 to now
- The Strategic Financial Alliance, Inc.Nov 2022 to now
- Allegiance Financial Group Advisory Services LLCNov 2023 to Dec 2025
- Cooke Capital, Inc.Nov 2022 to Nov 2023
- Newedge AdvisorsOct 2022 to Oct 2022
- Newedge SecuritiesOct 2022 to Oct 2022
- Cooke Capital Inc.Sep 2018 to Sep 2022
- The Strategic Financial Alliance, Inc.Sep 2018 to Sep 2022
- UnemployedJun 2018 to Sep 2018
- Denison FinancialSep 2016 to Jun 2018
- Grand Valley State UniversityAug 2014 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Allegiance Financial Group
Legal name: Allegiance Financial Group Advisory Services LLC
$675MAssets managed
605Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6707502
- Firm CRD
- 313110