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Christopher B. Haysley

HAYSLEY FINANCIAL SERVICES
Lake Mary, FL 32746
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CRD#: 2463767
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Professional summary


Christopher Brian Haysley, CFP®, who also goes by Chris Haysley, is a registered financial advisor currently at HAYSLEY FINANCIAL SERVICES, INC. located in Lake Mary, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christopher has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Haysley

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.
Entity: Independent Insurance Agent Activity: Investment Related Address: 255 Primera Blvd., Suite 160, Lake Mary, Florida 32746 Description: Insurance Sales Position & Title: Licensed Insurance Agent Start Date: October 2007 to Present Time Management: Spend approximately 10%-20% of the work week dealing with insurance needs of clients. Duties: Selling Insurance policies.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Brian Haysley's CRS (Customer Relationship Summary).

Certified licenses


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

Start date: 2003

Experience


Current

October 10, 2007 - Present

HAYSLEY FINANCIAL SERVICES, INC.

Office #1: 255 Primera Boulvard Suite 160, Lake Mary, FL 32746
RIA
CRD#: 145248
Lake Mary, FL
Past

February 20, 1998 - July 30, 2007

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LONGWOOD, FL
Past

December 16, 1997 - July 30, 2007

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
ALTAMONTE SPRINGS, FL
Past

October 30, 1996 - December 16, 1997

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

August 9, 1995 - April 8, 1996

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

May 18, 1994 - August 10, 1995

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
SMITHFIELD, RI

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/10/2007)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HF
HAYSLEY FINANCIAL SERVICES, INC.
HAYSLEY FINANCIAL SERVICES, INC.

CRD#: 145248 / SEC#:

Florida
Registered Investment Advisory firm - (10/10/2007 Approved)
Texas
Registered Investment Advisory firm - (12/31/2013 Terminated)
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Contact information


Main Address
255 Primera Boulvard Suite 160, Lake Mary, FL 32746
Mailing Address
Phone number
(407) 982-7000
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts48
AUM (Assets Under Management)$ 9,150,000

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.

Company Information


HAYSLEY FINANCIAL SERVICES, INC.

CRD#: 145248Lake Mary, FL 32746

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