Paul Harris (CRD# 4059519) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hattiesburg, MS and has over 23 years of experience in the finance industry.
CRD# 4712192
Cetera Investment Advisers LLC
CRD# 4885761
Icom Advisors, LLC
CRD# 4492120
Simplified Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Aug 2022 - Current | < 1 |
| Cetera Investment Advisers LLC | Hattiesburg, MS | Aug 2022 - Current | < 1 |
| Hancock Whitney Bank | Hattiesburg, MS | Jan 2021 - Current | 2 |
| Hancock Whitney Investment Services, Inc. | Hattiesburg, MS | Jan 2021 - Aug 2022 | 1 |
| Cetera Investment Services LLC | St.cloud, MN | Feb 2014 - Jan 2021 | 6 |
| Cetera Investment Advisers LLC | Hattiesburg, MS | Feb 2014 - Jan 2021 | 6 |
| Regions Bank | Hattiesburg, MS | Oct 2001 - Jan 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- MS
-
Total Assets Under Management33,356MILLIONS
-
Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- 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)
- Educational seminars/workshops
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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