Haley Lyn Evans
Investment Adviser Representative at Planmember Securities Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Haley Lyn Evans is an investment adviser representative with Planmember Securities Corporation in Las Vegas, NV, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsMar 2021 – Dec 2024Covington, KY
- Hamilton County Children's Services (JOB AND Family Services)May 2020 – Mar 2021Cincinnati, OH
- Primrose School AT StapletonAug 2018 – Apr 2020Denver, CO
- LA Petite AcademyMay 2018 – Aug 2018Greenwood Village, CO
- WOOD County Prosecutor's OfficeJan 2018 – Apr 2018Bowling Green, OH
- Community Learning Center/wood County Education Service CenterMar 2016 – May 2018Bowling Green, OH
- WOOD County JOB AND Family ServicesMar 2016 – May 2018Bowling Green, OH
- Bowling Green State UniversityAug 2014 – May 2018Bowling Green, OH
- PlanMember Securities CorporationJan 2025 – no end date reportedCarpinteria, CA
- Haley Evans (self)Jan 2025 – no end date reportedCorpus Christi, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Planmember Securities Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $100
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment and retirement savings services for individuals, retirement plan management for employers and unions, business growth support and guidance for distribution partners, and employee education and engagement resources.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 438
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Carpinteria, CA
- SEC file number:
- 801-39177
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Planmember Securities Corporation
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Haley Lyn Evans has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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