MH
MH

Michael Haas

25 Years of Experience
Orlando, FL
Broker

Michael Haas is a registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 25 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

537 North Magnolia Avenue, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael serves as a Deacon at Willow Creek Church, PCA, since 2019. He serves on the Finance Team and Care Team, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2008 - Present · 18 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Banc of America Investment Services, INC.
February 2001 - March 2008 · 7 yrs 1 mo
Banc of America Investment Services, INC.Broker
February 2001 - March 2008 · 7 yrs 1 mo
State Registrations28 states
ALAZCACODEFLGAILINMAMDMEMIMNMONCNENJNVNYOHPASCSDTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.