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Garrett Haney

11 Years of Experience
Wilmington, NC
Broker

Garrett Haney is a registered investment advisor, based in Wilmington, NC, with 11 years of industry experience.

Location

5815 Oleander Drive, Suite 320, Wilmington, NC, 28403

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2025 - Present · 7 mos
Raymond James Financial Services, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Edward JonesBroker
April 2021 - October 2025 · 4 yrs 6 mos
Edward Jones
April 2021 - October 2025 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - December 2020 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - December 2020 · 6 yrs 4 mos
State Registrations19 states
AZCACTFLGAKYMNMOMSNCNJNVNYPARISCTNTXVA
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.
Garrett Haney - Financial Advisor | TrueAdvisor