Nicholas HarrisCRD Number: 5323979
Current Firm: Cassaday & Co Inc.
Nicholas Harris (CRD# 5323979) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 9 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Cassaday & Company, Inc.||Mclean, VA||Apr 2006 - Current||11|
|Royal Alliance Associates||Mclean, VA||Apr 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management1,562MILLIONS
Total Number of Accounts4,144ACCOUNTS
Average Account Value$376,811
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, SC, TN, TX, VA, WV