Bryan Haggard, financial advisor Troy MI
96 score

Bryan Haggard

CRD Number: 5520616
Current Firm: Mainstay Capital Management, LLC

Bryan Haggard (CRD# 5520616) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Troy, MI and has over 8 years of experience in the finance industry. Bryan Haggard 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
Mainstay Capital Management, LLC Grand Blanc, MI Dec 2012 - Current 4
Pricewaterhousecooper Denver, CO Feb 2010 - Dec 2012 2
Charles Schwab & Company, Inc. Englewood, CO Apr 2008 - Jan 2010 1
Ascent Home Loans Englewood, CO May 2006 - Apr 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for Bryan D. Haggard
Phone Number: 810-953-5512
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,930
    MILLIONS
  • Total Number of Accounts
    3,800
    ACCOUNTS
  • Average Account Value
    $507,978
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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, VI, 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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