Robert Jacob Haverly
Investment adviser representative at Goodman Financial Corporation
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.9MFirm assets
Are you Robert Jacob Haverly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Goodman Financial CorporationOct 2022 to now
- GreystarAug 2022 to Oct 2022
- GreystarJun 2021 to Oct 2021
- Rms US LLPJan 2021 to Apr 2021
- Moss AdamsJan 2020 to May 2020
- University of HoustonAug 2017 to May 2022
- La FitnessFeb 2017 to Aug 2017
- UnemployedJul 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Goodman Financial Corporation
$915.9MAssets managed
288Clients
19Advisers
24 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
- 7544075
- Firm CRD
- 114637