Gary Haberkorn, financial advisor Saint Clair Shores MI
93 score

Gary Haberkorn

CRD Number: 1047709
Current Firm: Raymond James Financial Services Advisors, Inc.

Gary Haberkorn (CRD# 1047709) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Clair Shores, MI and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. St. Clair Shores, MI Apr 2016 - Current < 1
Raymond James Financial Services St. Clair Shores, MI Apr 2016 - Current < 1
Fahnestock & Company Inc. Auburn Hills, MI Jul 2000 - Apr 2016 15
Oppenheimer & Company Grosse Pointe Farms, MI Jul 2000 - Apr 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1982
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Gary W. Haberkorn
Phone Number: 727-567-5877
Registered State(s):
  • MI
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
93
Clean Record
This advisor has a clean track record with regulators.

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