Francis Haas (CRD# 3156985) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 25 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Berwyn, PA | May 2017 - Current | 6 |
| Jacobi Capital Management, LLC | Berwyn, PA | May 2017 - Current | 6 |
| Renaissance Investment Consultants Holding Company | Wayne, PA | Sep 2014 - May 2017 | 2 |
| Williams Financial Group | Media, PA | Apr 2003 - Apr 2017 | 14 |
| Wfg Advisors, LP | Media, PA | Apr 2003 - Sep 2014 | 11 |
| Rosenzweig & Associates Wealth Management | Media, PA | Apr 2003 - Sep 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- PA
-
Total Assets Under Management1,692MILLIONS
-
Total Number of Accounts5,591ACCOUNTS
-
Average Account Value$302,709
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA, WV
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