Lisa Haley is a registered investment advisor, based in Weatherford, TX, with 21 years of industry experience.
Location
101 York Avenue, Weatherford, TX, 76086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a landlord for a rental property since 2013, spending minimal time on it. She also owns a horse farm called Misfit Acres since 2018, dedicating a few hours per week. Additionally, Lisa is the COO of SMH Capital Advisors LLC, spending nearly full-time hours on back office responsibilities.
Employment History
Current Registrations
Smh Capital Investments LLCBroker
Smh Capital Advisors LLC
Previous Registrations
Sanders Morris Harris LLCBroker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations19 states
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