Gregory Brough Haas
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- N/aMar 2026 to now
- Raymond James Financial Services Advisors Inc.Mar 2025 to now
- Desert Federal Credit UnionMar 2025 to now
- Desert Financial Wealth ManagementMar 2025 to now
- Raymond James Financial Services Inc.Mar 2025 to now
- UnemployedAug 2023 to Mar 2025
- Wells Fargo Bank, NADec 2022 to Jul 2023
- Wells Fargo Clearing Services, LLCDec 2022 to Jul 2023
- UnemployedAug 2022 to Dec 2022
- Key Investment ServicesAug 2020 to Aug 2022
- KeybankMar 2020 to Aug 2022
- Real Property AssociatesJan 2019 to Feb 2020
- UnemployedSep 2018 to Dec 2018
- Summit At SnoqaulmieOct 2017 to Sep 2018
- Tri-med AmbulanceSep 2017 to May 2018
- North Seattle CollegeMar 2017 to Aug 2017
- DomaintoolsOct 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7286109
- Firm CRD
- 149018