Haley Hall

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 06/2023 → Present
  Fisher Investments
  Plano, TX
• 05/2020 → 05/2022
  Starbucks Coffee Company
  Frisco, TX
• 05/2022 → 08/2022
  Federal Deposit Insurance Corporation
  Columbus, OH
• 06/2023 → 08/2023
  Jp Morgan Chase
  Dallas, TX
• 08/2019 → 05/2023
  University/College Student
  Columbus, OH
• 02/2016 → 05/2019
  Student
  Chagrin Falls, OH
• 05/2019 → 05/2020
  Student
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-02