Haley Lyn Evans
Investment adviser representative at Planmember Securities Corporation
12 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 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 feeCommissions
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
12 years in the industry.
- Haley Evans (self)Jan 2025 to now
- Planmember Securities CorporationJan 2025 to now
- Fidelity InvestmentsMar 2021 to Dec 2024
- Hamilton County Children's Services (job and Family Services)May 2020 to Mar 2021
- Primrose School At StapletonAug 2018 to Apr 2020
- La Petite AcademyMay 2018 to Aug 2018
- Wood County Prosecutor's OfficeJan 2018 to Apr 2018
- Community Learning Center/wood County Education Service CenterMar 2016 to May 2018
- Wood County Job and Family ServicesMar 2016 to May 2018
- Bowling Green State UniversityAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 7361908
- Firm CRD
- 11869