Brian Harris (CRD# 6477416) is an Investment Advisor Representative working at Strada Financial Group LLC in Fairview, OR and has over 8 years of experience in the finance industry. Brian 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.
CRD# 5807693
The H Group Washington, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
CRD# 6758430
Middleton & Company
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strada Financial Group LLC | Fairview, OR | Feb 2022 - Current | 2 |
| Strada Financial Group LLC | Fairview, OR | May 2015 - Current | 8 |
| Avantax Insurance Agency LLC | Fairview, OR | May 2018 - Aug 2022 | 4 |
| Avantax Investment Services, Inc. | Fairview, OR | Apr 2015 - Aug 2022 | 7 |
| Northside Capital Management | Hood River, OR | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- OR
- TX
- UT
- WA
-
Total Assets Under Management100MILLIONS
-
Total Number of Accounts425ACCOUNTS
-
Average Account Value$235,928
- A percentage of assets under your management
- 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)
- Other
OR, TX, UT, WA
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