Osaic Wealth
46yrs
Top advisor by experience in Southlake
13yrs
HALEY King
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in Southlake, Texas, HALEY King is a fiduciary financial advisor with 13 years of industry experience. Haley joined Merrill Lynch, Pierce, Fenner & Smith in 2015, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill Lynch, Pierce, Fenner & Smith reports being paid through a percentage of assets, flat fees, and commissions.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office601 State St, Southlake, TX 76092
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – now
Questions to ask Haley
Tailored to Haley’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Haley
How do I contact Haley?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for HALEY King. Haley works from the Southlake, TX office.
How long has Haley been a financial advisor?
Haley has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Haley hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Haley a fiduciary?
Haley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Haley paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Haley for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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