BH
BH

Benjamin Hausman

5 Years of Experience
Rockville, MD
Broker

Benjamin Hausman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 5 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

3204 Tower Oaks Blvd, Suite 170, Rockville, MD, 20852

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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

Benjamin owns BBI Rentals LLC, a rental real estate business, dedicating minimal time to it. He is also a partner at Hausman, CPAs LLC, an accounting firm, taking about half of his time with accounting, tax preparation, and consulting/planning duties.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2020 - Present · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2020 - Present · 6 yrs 1 mo
State Registrations3 states
DCMDVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Benjamin Hausman - Financial Advisor | TrueAdvisor