skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Lisa Haley

Lisa Haley

Financial Advisor

Office: (817) 569-7010 (800) 357-6663
Fax: (817) 596-7472
 

Ms. Haley has 17 year's experience in the financial services industry.    She is well know in the Fort Worth and Weatherford areas and has been working directly with clients thoughout her 17 year career.

Ms. Haley has been an Investment Advisor with SMH Capital Advisors since 2007.  She is also a registered representative of SMH Capital Investments LLC. and an agent with Texas  Insurance Agency, Inc. Before joining SMHCA, Ms. Haley was an Investment Advisor Representative with LPL Financial, LLC and Raymond James Financial Services, Inc.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck