Haley C. Morgan

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CRD#: 1639967

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Haley Cline Morgan, who also goes by Ann Haley Cline, Haley Morgan, was a registered financial professional .

Haley is a previously registered financial professional and started their career in finance in 1988. Haley had worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ann Haley Cline | Haley Morgan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 16, 2023 - April 2, 2025

ACCELERATE RETIREMENT

RIA

CRD#: 325859

Long Beach, CA

Past

January 25, 2023 - July 6, 2023

WEALTHSPIRE RETIREMENT ADVISORY

RIA

CRD#: 121254

Long Beach, CA

Past

January 6, 2021 - June 23, 2022

MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

ST. LOUIS, MO

Past

January 4, 2006 - June 28, 2019

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

ST. LOUIS, MO

Past

July 2, 1998 - December 31, 2005

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

ST. LOUIS, MO

Past

July 2, 1998 - June 28, 2019

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

ST. LOUIS, MO

Past

June 3, 1996 - July 2, 1998

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

Past

January 1, 1995 - June 26, 1996

COMERICA SECURITIES

CRD#: 17079

DETROIT, MI

Past

September 27, 1993 - January 1, 1995

COMERICA FINANCIAL SERVICES, INC.

CRD#: 31794

Past

August 6, 1993 - December 31, 1995

FIMCO SECURITIES GROUP, INC.

CRD#: 30343

PORT WASHINGTON, WI

Past

October 2, 1990 - October 4, 1993

NORTHPARK SECURITIES INC.

CRD#: 26510

DALLAS, TX

Past

May 22, 1990 - October 1, 1990

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

October 5, 1988 - February 4, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/19/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/1988

General Securities Representative Examination

Current Firm

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

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Contact information

Main Address

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656

Mailing Address

Phone number

(888) 439-7071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACCELERATE INVESTMENT ADVISORS ADV 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 242,848,720

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Haley C. Morgan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WEALTHSPIRE RETIREMENT ADVISORY

MUTUAL OF AMERICA SECURITIES LLC

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

HILLTOP SECURITIES INC.

COMERICA SECURITIES

COMERICA FINANCIAL SERVICES, INC.

FIMCO SECURITIES GROUP, INC.

NORTHPARK SECURITIES INC.

MOMENTUM INDEPENDENT NETWORK INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ACCELERATE RETIREMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2000

Series 63

Date: 6/19/1990

SIE

Date: 10/1/2018

Series 7

Date: 9/17/1988

Current Firm

ACCELERATE RETIREMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCELERATE RETIREMENT

TRUST BUT VERIFY

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