Harris Kirschner (CRD# 6441188) is an Investment Advisor Representative working at Morgan Stanley in Boca Raton, FL and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | < 1 |
Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | < 1 |
Morgan Stanley | Alpharetta, GA | Mar 2023 - Current | 1 |
E*trade Securities LLC | Alpharetta, GA | Sep 2020 - Current | 3 |
E*trade Capital Management LLC | Alpharetta, GA | Sep 2020 - Current | 3 |
E*trade Securities LLC | Alpharetta, GA | May 2020 - Sep 2020 | < 1 |
E*trade Capital Management LLC | Alpharetta, GA | May 2020 - Sep 2020 | < 1 |
E*trade Securities LLC | Alpharetta, GA | Feb 2020 - May 2020 | < 1 |
E*trade Capital Management LLC | Alpharetta, GA | Feb 2020 - May 2020 | < 1 |
E*trade Securities LLC | Alpharetta, GA | Nov 2018 - Feb 2020 | 1 |
E*trade Capital Management, LLC | Alpharetta, GA | Nov 2018 - Feb 2020 | 1 |
E*trade Securities LLC | Alpharetta, GA | Oct 2017 - Nov 2018 | 1 |
E*trade Capital Management LLC | Alpharetta, GA | Oct 2017 - Nov 2018 | 1 |
E*trade Securities LLC | Alpharetta, GA | Mar 2016 - Oct 2017 | 1 |
Eagle Parking | Atlanta, GA | Nov 2015 - Oct 2017 | 1 |
Various Insurance Carriers For W&r Insurance Agencies | Atlanta, GA | Nov 2015 - Jan 2016 | < 1 |
Waddell & Reed, Inc. | Atlanta, GA | Aug 2015 - Jan 2016 | < 1 |
Student | Delray Beach, FL | Aug 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- GA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.