Mary HarrisCRD Number: 4607197
Current Firm: Quadcap Wealth Management, LLC
Mary Harris (CRD# 4607197) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 19 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Quadcap Wealth Management, LLC||Frisco, TX||Jul 2017 - Current||5|
|Quadcap||Frisco, TX||Jul 2017 - Current||5|
|Stephen Cook||Dallas, TX||Feb 2015 - Current||7|
|Triad Advisors, Inc.||Norcross, GA||Jan 2015 - Current||7|
|Fullcircle Wealth||Dallas, TX||Jan 2015 - Jul 2017||2|
|Compass Bank||Murphy, TX||Jun 2013 - Jan 2015||1|
|Bbva Securities Inc.||Murphy, TX||Jun 2013 - Jan 2015||1|
|Bbva Wealth Solutions Inc.||Murphy, TX||Jun 2013 - Jan 2015||1|
|Unemployed||Hoover, AL||Apr 2013 - Jun 2013||< 1|
|Axa Distributors LLC||Jersey City, NJ||Nov 2011 - Apr 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management686MILLIONS
Total Number of Accounts1,116ACCOUNTS
Average Account Value$614,386
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, FL, IL, LA, MS, NC, NE, NH, PA, TX
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