Hailey L. Thomas

FACET

Collierville, TN

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CRD#: 7488089

Professional summary

Hailey Lynn Thomas, who also goes by Hailey Lynn Williams, is a registered financial advisor currently at FACET located in Collierville, Tennessee.

Hailey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Hailey has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Hailey Lynn Williams

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.

Name: Mulberry Paper Co. Non investment-related. Address: Collierville, TN (private residence). Nature of business: Designing wedding invitations. Title: Owner. Start date: May 2021. 40 hours per month, none during trading hours. Designing and creating custom wedding stationary.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hailey Lynn Thomas's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 30, 2026 - Present

FACET

RIA

CRD#: 285961

Collierville, TN

Past

August 12, 2022 - June 4, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Barlett, TN

Past

August 12, 2022 - June 4, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Bartlett, TN

Past

July 6, 2022 - August 12, 2022

FIRST HORIZON ADVISORS, INC.

RIA

CRD#: 17117

MEMPHIS, TN

Past

March 14, 2022 - August 12, 2022

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

MEMPHIS, TN

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".

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 Approved)

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

Tennessee
(7/31/2026)

IAR

Texas
(7/30/2026)

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: 7/6/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/9/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/27/2021

Securities Industry Essentials Examination

Current Firm

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 Approved)

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Contact information

Main Address

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411

Mailing Address

Phone number

(443) 376-6222

Established

Firm type

Fiscal year end

# of Employees

168

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts	39,720
AUM (Assets Under Management)	$ 6,037,907,630

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2025	Cover Page	Report

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

Hailey L. Thomas

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hailey Lynn Thomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

Primary Firm SEC Registration

FACET

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2022

Series 7TO

Date: 3/9/2022

SIE

Date: 11/27/2021

Current Firm

FACET

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FACET

TRUST BUT VERIFY

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