Travis Harris, financial advisor Cary NC
93 score

Travis Harris

CRD Number: 5509679
Current Firm: Fifth Third Securities, Inc.

Travis Harris (CRD# 5509679) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cary, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Raleigh, NC Jun 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh, NC Feb 2010 - Jun 2015 5
Bank Of America, N.a. Raleigh, NC Nov 2009 - Jun 2015 5
Edward Jones St. Louis, MO Mar 2008 - Feb 2010 1
Ferguson Enterpises, Inc. Charlottesville, VA Jul 2005 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Travis J. Harris
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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