Robert Hays, financial advisor Dallas TX
91 score

Robert Hays

CRD Number: 6117695
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Hays (CRD# 6117695) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dallas, TX and has over 2 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Dallas, TX Nov 2014 - Current 2
Raymond James Financial Services, Inc. Dallas, TN Jun 2014 - Current 2
Carter Financial Management Dallas, TX Apr 2014 - Current 2
Carter Advisory Services Dallas, TX Apr 2014 - Current 2
Robert Aaron Hays & Shelly Hays Hartin Partnership Doole, TX Jun 2009 - Current 7
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
Spectrum Financial Group, LLC Addison, TX Nov 2006 - Aug 2007 < 1
Honda Financial Services Irving, TX Sep 2006 - Nov 2006 < 1
Buffalo Wild Wings Lubbock, TX Nov 2003 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
Contact Info for Robert A. Hays
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
91
Clean Record
This advisor has a clean track record with regulators.

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