Tommi Harris (CRD# 4681997) is an Investment Advisor Representative working at Ecos Wealth Advisors in Clarkston, MI and has over 20 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ecos Wealth Advisors LLC | Clarkston, MI | Aug 2023 - Current | < 1 |
| Verde Capital Management | Troy, MI | Jun 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- CO
- MI
- OH
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CO, MI, OH, TX
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