John Harris, financial advisor Cincinnati OH
96 score

John Harris

CRD Number: 1015442
Current Firm: Royal Fund Management, LLC

John Harris (CRD# 1015442) is an Investment Advisor Representative working at Royal Fund Management, LLC in Cincinnati, OH and has over 27 years of experience in the finance industry. John Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Royal Fund Management, LLC The Villages, FL Sep 2014 - Current 2
Lifeplan Partners, LLC Cincinnati,, OH Aug 2009 - Current 7
Metlife Sec Cincinnati, OH Nov 2004 - Dec 2009 5
Metlife Cincinnati, OH Nov 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for John E. Harris
Phone Number: 352-750-1637
Registered State(s):
  • OH
  • VA
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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