IH
IH

Irene Haberstroh

33 Years of Experience
Houston, TX
Broker

Irene Haberstroh is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 33 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

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2000 - Present · 25 yrs 11 mos
Raymond James & Associates, INC.
June 2000 - Present · 25 yrs 11 mos
Previous Registrations
Sg Cowen Securities CorporationBroker
July 1998 - July 2000 · 2 yrs
Cowen & CO.Broker
September 1992 - July 1998 · 5 yrs 10 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Irene Haberstroh - Financial Advisor | TrueAdvisor