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 35 years of experience in the finance industry.
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|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 Management380MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$154,596
- 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, NY, OH, PA, SC, TN, TX, VA, WA