Matthew HarrisCRD Number: 4581807
Current Firm: National Asset Management, Inc.
Matthew Harris (CRD# 4581807) is an Investment Advisor Representative working at National Asset Management, Inc. in Boca Raton, FL and has over 14 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|National Securities Corporation||Boca Raton, FL||Aug 2007 - Current||10|
|National Asset Management, Inc.||Seattle, WA||Aug 2007 - Current||10|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fort Lauderdale, FL||Apr 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management1,051MILLIONS
Total Number of Accounts5,573ACCOUNTS
Average Account Value$188,616
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV