Haley Marie Hitchman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 11/2018
  Lpl Financial Llc
  Salinas, CA
• 03/2012 → 05/2024
  Hastie Financial Group
  Salinas, CA
• 11/2018 → 05/2024
  Commonwealth Financial Network
  Waltham, MA
• 06/2024 → Present
  Lpl Financial Llc
  Prunedale, CA

Previous Registrations

• 2012-06-12 → 2024-06-06
  Hastie Financial Group
  Salinas, CA
• 2018-11-01 → 2024-05-23
  Commonwealth Financial Network
  Salinas, CA
• 2011-08-23 → 2018-11-15
  Lpl Financial Llc
  Salinas, CA

Other Businesses

1. 06/24/2024 - Hitchman Financial Consulting - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/24/2024 - 160 Hrs/Mo; 4 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-22
• S63 Uniform Securities Agent State Law Examination
  2011-02-18

Other Names

• Haley Marie Hitchman
• Haley Marie Ellerston
• Haley Hitchman