Scott Harris, financial advisor Bradenton FL
90 score

Scott Harris

CRD Number: 4605537
Current Firm: J. W. Cole Advisors, Inc.

Scott Harris (CRD# 4605537) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Bradenton, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL Aug 2014 - Current 2
J.w. Cole Financial, Inc. Tampa, FL Aug 2014 - Current 2
Independent Financial Partners Bradenton, FL Nov 2013 - Aug 2014 < 1
Lpl Financial LLC Bradenton, FL Dec 2008 - Aug 2014 5
Cb Capital Partners Newport Beach, CA Jul 2013 - Dec 2013 < 1
Stratos Wealth Partners, Ltd Solon, OH Aug 2008 - Jul 2013 4
The Westerman Group Cleveland, OH Sep 2000 - Dec 2008 8
Sagemark Consulting/lincoln Financial Advisors Cleveland, OH Mar 2002 - Aug 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Scott A. Harris
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
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)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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