Daniel Lahaie
Daniel Lahaie is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Canton, OH, with 27 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
7300 Whipple Avenue Nw, Suite 7, North Canton, OH, 44720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Daniel is an owner and partner of CJL Real Estate LLC, a rental real estate business, dedicating a few hours per week. He is also an owner of Wright.LaHaie.Jarvis Wealth Advisors, spending minimal time on this support company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Edward JonesBroker
State Registrations23 states
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