George Harris, financial advisor Amherst NY

George Harris

CRD Number: 2387291
Current Firm: Lincoln Investment

George Harris (CRD# 2387291) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 30 years of experience in the finance industry. George Harris 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.

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Professional Designations
Company Name Location Dates Years
Lincoln Investment Getzville, NY Jan 2017 - Current 7
Legend Advisory Corporation Palm Beach Gardens, FL Jan 2011 - Sep 2019 8
Legend Equities Corporation Palm Beach Gardens, FL Jan 1994 - Jan 2017 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
Contact Info for George P. Harris
Phone Number: 215-887-8111
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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