Robert Haugh, financial advisor Baltimore MD
96 score

Robert Haugh

CRD Number: 3052604
Current Firm: Pnc Investments

Robert Haugh (CRD# 3052604) is an Investment Advisor Representative working at Pnc Investments in Baltimore, MD and has over 18 years of experience in the finance industry. Robert Haugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Nov 2009 - Current 7
Park Avenue Securities Sparks, MD Jun 2009 - Nov 2009 < 1
Guardian Life Ins Company Of America Sparks, MD Jun 2009 - Nov 2009 < 1
Unemployed Sparks, MD Jan 2009 - Jun 2009 < 1
Ids Life Insurance Company Linthicum, MD Apr 1998 - Jan 2009 10
American Express Financial Advisors Inc. Linthicum, MD Apr 1998 - Jan 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Robert A. Haugh
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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