Mark Harris (CRD# 4177280) is an Investment Advisor Representative working at Mark Harris Services in Cameron Park, CA and has over 23 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mark Harris Services | Cameron Park, CA | Dec 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2000 |
- CA
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$318,182
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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