Frank Harris (CRD# 1135721) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Clewiston, FL and has over 39 years of experience in the finance industry.
CRD# 3234308
Edelman Financial Engines
CRD# 4790356
Edelman Financial Engines
CRD# 5312092
Edelman Financial Engines
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Clewiston, FL | Dec 2005 - Current | 18 |
| First Bank Of Clewiston | Clewiston, FL | Jan 1999 - Current | 25 |
| Provident Mutual | Berwyn, PA | Dec 1997 - Current | 26 |
| New York Life Ins Co | Richmond, VA | Jun 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1984 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- FL
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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, VI, VT, WA, WI, WV, WY
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