Gregory Harris, financial advisor Greenwood Village CO

Gregory Harris

CRD Number: 5557191
Current Firm: Park Avenue Securities LLC

Gregory Harris (CRD# 5557191) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greenwood Village, CO and has over 15 years of experience in the finance industry. Gregory 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.

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Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Co Of America Greenwood Village, CO Nov 2008 - Current 15
Park Avenue Securities LLC Greenwood Village, CO Nov 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Gregory H. Harris
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CO
  • FL
  • ID
  • MT
  • NE
  • TX
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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