Buckley Wealth
47yrs
Top advisor by experience in Nevada
5yrs
Haley Evans has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Las Vegas, Nevada. Haley joined Planmember Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1277 advisors with offices in Las Vegas, and one of 1218 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeLas Vegas, NV
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$132,363
Advisors at the firm442
States licensed ?1 state
Services through Planmember Securities
Financial planningInvestment 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
- Jun 2026 – nowPlanmember Securities CorporationCurrent firm
Contact Haley
Las Vegas, NVOffice · Get directions Firm main line(805) 684-1199Headquarters: Planmember Securities · Carpinteria, CA X (Twitter) pagePlanmember SecuritiesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Haley
How do I contact Haley?
Call Planmember Securities at (805) 684-1199 and ask for Haley Evans. Haley works from the Las Vegas, NV office.
How long has Haley been a financial advisor?
Haley has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Haley hold?
Series 63, Series 65. 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?
Planmember Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Haley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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