Matthew Harris (CRD# 3116683) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 25 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ms Howells & Co | Scottsdale, AZ | Mar 2017 - Current | 7 |
| Whitaker-myers Wealth Managers | Wooster, OH | Mar 2017 - Current | 7 |
| Whitaker-myers Wealth Managers, Ltd. | Ashland, OH | Mar 2014 - Current | 10 |
| Whitaker-myers Benefit Plans | Ashland, OH | May 2013 - Current | 10 |
| Raymond James Financial Services Advisors Inc. | Ashland, OH | Jun 2014 - Mar 2017 | 2 |
| Raymond James Financial Services | Ashland, OH | Jun 2014 - Mar 2017 | 2 |
| Sagepoint Financial | Brunswick, OH | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
- OH
- TX
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Total Assets Under Management513MILLIONS
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Total Number of Accounts7,714ACCOUNTS
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Average Account Value$66,506
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, FL, GA, IL, IN, KS, KY, LA, MD, MI, MS, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WV
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