Robert Hausman
Robert Hausman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
110 N Washington Street, Suite 406, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance broker, a member of investment committees for a non-profit, and a partner, owner, and advisor for multiple CPA and accounting businesses. He dedicates about half his time to his CPA practices and minimal time to his insurance and non-profit activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
Integrated Resources Equity CorporationBroker
Fsc Securities CorporationBroker
State Registrations16 states
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