Dedrick Harris, financial advisor Charlotte NC
90 score

Dedrick Harris

CRD Number: 5893045
Current Firm: Advice And Planning Services

Dedrick Harris (CRD# 5893045) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Charlotte, NC Aug 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Aug 2014 - Current 2
M&t Securities, Inc. Buffalo, NY May 2012 - May 2014 2
Hsbc Bank, N.a. Buffalo, NY Oct 2008 - May 2012 3
Best Buy Amherst, NY Oct 2005 - Mar 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Dedrick E. Harris
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, 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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