Robert Hays, financial advisor Dallas TX
93 score

Robert Hays

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Robert A. Hays
Phone Number: 214-363-4200
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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

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