Triston Harless (CRD# 7303759) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 3 years of experience in the finance industry.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
CRD# 1346992
Raymond James & Associates, Inc.
CRD# 4360690
Northern Trust Investments, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zacks Investment Management | Chicago, IL | Sep 2021 - Current | 2 |
| Zacks Investment Management | Chicago, IL | Sep 2021 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | Oct 2020 - Aug 2021 | < 1 |
| F45 Training Arts | Houston, TX | Aug 2019 - Dec 2020 | 1 |
| F45 Training | Louisville, KY | Mar 2019 - Jul 2019 | < 1 |
| Orange Theory Fitness | Louisville, KY | Jan 2017 - Feb 2019 | 2 |
| Workout Anytime | Louisville, KY | Jan 2016 - Jan 2017 | 1 |
| Title Boxing Club | Lexington, KY | May 2015 - Jan 2016 | < 1 |
| Unemployed | Louisville, KY | Feb 2015 - May 2015 | < 1 |
| United States Marihe Corps | Jacksonville, NC | Mar 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
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Total Assets Under Management8,374MILLIONS
-
Total Number of Accounts7,545ACCOUNTS
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Average Account Value$1,109,809
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, WY
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