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William Haith
3 Years of Experience
Houston, TX
1 DisclosureBroker
William Haith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Houston, TX, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
1220 Augusta Dr., Suite 140, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
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Criminal
June 1994Final Disposition
Other Business Activities
William works as support staff for Haith Financial Group, a DBA/support company. This activity requires minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Morgan Stanley
January 2002 - December 2002 · 11 mos
Morgan Stanley Dw INC.Broker
January 2002 - December 2002 · 11 mos
State Registrations11 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.