MH
MH

Mary Hayes

12 Years of Experience
Palm Harbor, FL
Broker

Mary Hayes is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Harbor, FL, with 12 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2138 Alternate 19, Suite D, Palm Harbor, FL, 34683

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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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Other Business Activities

Mary is the owner of Plan to Save LLC, dedicating minimal time to the business. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2014 - Present · 11 yrs 10 mos
Raymond James Financial Services, INC.Broker
February 2014 - Present · 12 yrs 3 mos
State Registrations21 states
ALARAZCACOFLGAILINKYMDMONCNJNYOHOKSCTNTXVA
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.
Mary Hayes - Financial Advisor | TrueAdvisor