Ana Harris (CRD# 5591551) is an Investment Advisor Representative working at Cela Advisors in Miami, FL and has 1 year of experience in the finance industry. Ana Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cela Advisors | Coral Gables, FL | Sep 2008 - Current | 15 |
- FL
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts132ACCOUNTS
-
Average Account Value$318,267
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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