Steven Harris, financial advisor Lakeland FL
93 score

Steven Harris

CRD Number: 5387690
Current Firm: Suntrust Advisory Services, Inc.

Steven Harris (CRD# 5387690) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Lakeland, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Mar 2014 - Current 4
Lpl Financial Services Charlotte, NC Sep 2009 - Mar 2014 4
United Southern Bank Eustis, FL Jun 2008 - Mar 2014 5
Infinex Investments, Inc. Eustis, FL Jul 2008 - Sep 2009 1
Morgan Stanley & Co, Inc. Winter Haven, FL Jun 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Steven K. Harris
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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