Loretta Harris (CRD# 1934099) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 8 years of experience in the finance industry.
CRD# 5569194
Amplify Investments LLC
CRD# 4973788
Polen Capital Management, LLC
CRD# 1338669
William Blair & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | St. Charles, IL | May 2015 - Current | 9 |
| Onpath Financial, LLC | St. Charles, IL | Mar 2014 - Current | 10 |
| Highpoint Advisor Group, LLC | St. Charles, IL | Mar 2014 - Current | 10 |
| Cbiii Designs | St. Charles, IL | Jan 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- IL
-
Total Assets Under Management3,001MILLIONS
-
Total Number of Accounts13,229ACCOUNTS
-
Average Account Value$226,850
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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