Haley Lyn Evans

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2021 → 12/2024
  Fidelity Investments
  Covington, KY
• 05/2020 → 03/2021
  Hamilton County Children'S Services (Job And Family Services)
  Cincinnati, OH
• 08/2018 → 04/2020
  Primrose School At Stapleton
  Denver, CO
• 05/2018 → 08/2018
  La Petite Academy
  Greenwood Village, CO
• 01/2018 → 04/2018
  Wood County Prosecutor'S Office
  Bowling Green, OH
• 03/2016 → 05/2018
  Community Learning Center/Wood County Education Service Center
  Bowling Green, OH
• 03/2016 → 05/2018
  Wood County Job And Family Services
  Bowling Green, OH
• 08/2014 → 05/2018
  Bowling Green State University
  Bowling Green, OH
• 01/2025 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2025 → Present
  Haley Evans (Self)
  Corpus Christi, TX

Other Businesses

1) Haley Evans (self employed)-3009 Shady Creek Lane, Corpus Christi, TX 78414; Investment related; Provide administrative and trade support to Hunter Hayden who provides securities & insurance sales & services. Individual is registered with PlanMember but employed and compensated by Hunter Hayden; Non-Producing Licensed Sales Assistant; Start date 1/2025; 160 hrs/mnth & during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-05
• S63 Uniform Securities Agent State Law Examination
  2021-07-12

Other Names

• Haley Lyn Mcconnell
• Haley Mcconnell