Stephen Haidt (CRD# 1484387) is an Investment Advisor Representative working at Retirement Advisors, Inc. in Mobile, AL and has over 37 years of experience in the finance industry. Stephen Haidt 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.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Advisors, Inc. | Mobile, AL | Mar 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
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Total Assets Under Management144MILLIONS
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Total Number of Accounts362ACCOUNTS
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Average Account Value$398,842
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AL, FL, LA, MS, TX
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