David Harris (CRD# 2658691) is an Investment Advisor Representative working at Ha Wealth Advisors Inc. in Cedar City, UT and has over 21 years of experience in the finance industry.
CRD# 5846095
State Farm Investment Management Corp.
CRD# 2295718
Lpl Financial LLC
CRD# 5106892
Geneos Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ha Wealth Advisors Inc. | Cedar City, UT | Feb 2023 - Current | 1 |
| David Harris | Cedar City, UT | Mar 2007 - Current | 17 |
| Hughes & Associates Inc. | Cedar City, UT | Mar 2001 - Current | 23 |
| Dfpg Investments | Cedar City, UT | Mar 2018 - Jun 2023 | 5 |
| Townsquare Capital LLC | Cedar City, UT | Mar 2017 - Jun 2023 | 6 |
| Allegis Investment Services | Cedar City, UT | Jan 2016 - Feb 2019 | 3 |
| Allegis Investment Advisors | Cedar City, UT | Jan 2016 - Jun 2018 | 2 |
| Parkland Securities | Ann Arbor, MI | Aug 2014 - Dec 2015 | 1 |
| Sammons Securities Company LLC | Ann Arbor, MI | Dec 2006 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- TX
- UT
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts432ACCOUNTS
-
Average Account Value$104,167
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX, UT
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