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Haley Lynn Ellis

Allegiance Financial Group

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About Haley Lynn Ellis

Haley Lynn Ellis is a financial advisor associated with Allegiance Financial Group. Haley has been in the financial services industry since 2018 and holds the Series 7, Series 66 and SIE licenses. Haley has experience working with individuals, businesses, charitable organizations, and pension plans. In addition to being a Certified Financial Planner, Haley also serves as the Community Awareness Coordinator for the Financial Planning Association NexGen.

Firm Information

Haley Ellis is currently registered with Allegiance Financial Group. Allegiance Financial Group is a registered investment advisor headquartered in Vienna, VA. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses. They manage approximately $418,754,604 in assets for a total of 1,273 clients.
Allegiance Financial Group

374 MAPLE AVENUE EAST

VIENNA, VA 22180

$418.75M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Haley Ellis’s Registration & Firm History

NC

11/04/2022 - Present

Allegiance Financial Group (Wilmington NC)

MA

10/03/2022 - 10/31/2022

NEWEDGE SECURITIES, INC. (BOSTON MA)

NC

08/02/2018 - 09/16/2022

THE STRATEGIC FINANCIAL ALLIANCE, INC. (WILMINTON NC)

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Licenses & Designations

BOTH

Issued 11/09/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Haley Lynn Ellis.
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