Our Qualifications

James L. Haley

I graduated from San Diego State University in 1985 with a BS in Business administration/Finance. I have been working with individuals and businesses in the area for over 30 years.

I hold the following FINRA/Securites Registrations: Series 24, Series 7 and Series 63. I offer investment advisory services through Capital Analysts and Lincoln Investment.  

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I look forward to using my experience to help you pursue your financial goals.

California Insurance License #0698061.