Paul Harris, financial advisor Indianapolis IN
96 score

Paul Harris

CRD Number: 1247961
Current Firm: Capital Cities Investments

Paul Harris (CRD# 1247961) is an Investment Advisor Representative working at Capital Cities Investments in Indianapolis, IN and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Apr 2005 - Current 11
Capital Cities Investments, Inc. Fort Myers, FL Dec 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Paul A. Harris
Phone Number: 317-475-4500
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $356,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CO, FL, IN, LA, MA, NH, TX, VA, VT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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