Haley Elaine Harmon

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

• 11/2017 → 04/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 08/2017 → 10/2017
  Iq Credit Union
  Vancouver, WA
• 06/2017 → 10/2019
  Wsu Global Online
  Pullman, WA
• 09/2014 → 06/2017
  Clark Community College
  Vancouver, WA
• 04/2019 → Present
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2019 → Present
  Iq Credit Union
  Battle Ground, WA
• 05/2025 → Present
  Lpl Financial Llc
  Battle Ground, WA

Previous Registrations

• 2019-05-10 → 2025-05-15
  Cuso Financial Services, L.P.
  Ridgefield, WA
  Battle Ground, WA

Other Businesses

1) 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name iQ Investment Services - / Inv Related / At reported business location (s) 150 Hrs per month

Exams

• S66 Uniform Combined State Law Examination
  2019-04-22

Other Names

• Haley Elaine Poore