Haleigh A. Earles
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2026 to now
- Raymond James Financial Services, IncJan 2026 to now
- Raymond James & Associates, Inc.Aug 2024 to Jan 2026
- Merrill LynchJan 2022 to Aug 2024
- UnempoloyedSep 2021 to Jan 2022
- Wells Fargo Clearing Services, LlJan 2020 to Aug 2021
- Wells Fargo Bank, NANov 2017 to Jan 2020
- The Tk BarOct 2017 to Oct 2018
- Tequila CowboyJan 2017 to Aug 2017
- Old ChicagoJan 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7052886
- Firm CRD
- 149018