BH
BH
Brian Haugen
34 Years of Experience
Destin, FL
1 DisclosureBroker
Brian Haugen is a registered investment advisor at Raymond James & Associates, INC., based in Destin, FL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
34851 Emerald Coast Parkway, Suite 200, Destin, FL, 32541
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Settled
Other Business Activities
Brian is the owner of Taygen LLC, a holding company with minority ownership in several business entities. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2009 - Present · 17 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
August 1995 - February 2009 · 13 yrs 6 mos
UBS Financial Services INC.Broker
August 1995 - February 2009 · 13 yrs 6 mos
Smith Barney INC.Broker
September 1993 - August 1995 · 1 yr 11 mos
Equico Securities, INC.Broker
March 1991 - July 1993 · 2 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1991 - July 1993 · 2 yrs 4 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.