William HarrisCRD Number: 1022718
Current Firm: Capital Investment Advisory Services, LLC
William Harris (CRD# 1022718) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Myrtle Beach, SC and has over 36 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Principal Securities, Inc.
Berry Financial Securities, LLC
|Cic Advisers, LLC||Myrtle Beach, SC||Jun 2006 - Current||11|
|Capital Investment Brokerage, Inc.||Myrtle Beach, SC||Jun 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1982|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management411MILLIONS
Total Number of Accounts2,908ACCOUNTS
Average Account Value$141,215
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA