Deborah Harris (CRD# 6186507) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in King Of Prussia, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | King Of Prussia, PA | May 2023 - Current | 1 |
| Truist Advisory Services, Inc. | King Of Prussia, PA | May 2023 - Current | 1 |
| Citizens Securities, Inc. | Limerick, PA | Jan 2017 - May 2023 | 6 |
| Citizens Bank | Limerick, PA | Jun 2014 - Jan 2017 | 2 |
| Cco Investment Services | Limerick, PA | Jun 2014 - Jan 2017 | 2 |
| Cutillos | Sanatoga, PA | Sep 2009 - Dec 2015 | 6 |
| M&t Securities, Inc. | Wyomissing, PA | Jul 2013 - Jun 2014 | < 1 |
| M&t Bank | Wyomissing, PA | Dec 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2013 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- PA
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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