William Preston Haith

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 02/2025
  Haith Financial Group
  Houston, TX
• 06/2023 → Present
  Raymond James Financial Services, Inc.
  Houston, TX
• 02/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Houston, TX

Previous Registrations

• 2002-01-15 → 2002-12-16
  Morgan Stanley Dw Inc.
  Houston, TX

Other Businesses

(1) Name of Business: Haith Financial Group Address: 1220 Augusta Dr Ste 140, Houston, TX, 77057-2262, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 02/03/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03

Other Names

• Preston Haith
• William P Haith