Robert HaysCRD Number: 6117695
Current Firm: Carter Advisory Services, Inc.
Robert Hays (CRD# 6117695) is an Investment Advisor Representative working at Carter Advisory Services, Inc. in Dallas, TX and has over 3 years of experience in the finance industry. Robert Hays 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.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Raymond James Financial Services Advisors Inc.||Dallas, TX||Nov 2014 - Current||3|
|Raymond James Financial Services, Inc.||Dallas, TN||Jun 2014 - Current||3|
|Carter Advisory Services||Dallas, TX||Apr 2014 - Current||4|
|Carter Financial Management||Dallas, TX||Apr 2014 - Current||4|
|Robert Aaron Hays & Shelly Hays Hartin Partnership||Doole, TX||Jun 2009 - Current||8|
|Unemployed||Dallas, TX||Jan 2014 - Apr 2014||< 1|
|Messenger Advisors LLC||Dallas, TX||Sep 2012 - Dec 2013||1|
|U.s. Trust, Bank Of America||Dallas, TX||Sep 2007 - Sep 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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