Mary Harris, financial advisor Frisco TX

Mary Harris

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Mary M. Harris
Phone Number: 972-818-2400
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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