William Haas
William Haas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, MS, with 29 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
114 Grandview Blvd., Madison, MS, 39110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a Branch/Program Manager for Raymond James at Citizens National Bank, dedicating about half of his time to this role. He also serves as a Branch/Program Manager for Citizens National Bank Wealth Management, also dedicating about half of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
State Registrations30 states
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