Hal HarrisCRD Number: 1189606
Current Firm: Ameritas Investment Corp
Hal Harris (CRD# 1189606) is an Investment Advisor Representative working at Ameritas Investment Corp in Naples, FL and has over 33 years of experience in the finance industry.
Lewis Capital Management
H. Beck, Inc.
Cetera Advisors LLC
|Ameritas Investment Corp||Lincoln, NE||Jun 2015 - Current||3|
|Ameritas Life Insurance Corp||Lincoln, NE||Jun 2015 - Current||3|
|Td Ameritrade||Naples, FL||Aug 2014 - May 2015||< 1|
|Unemployed||Naples, FL||Nov 2013 - Aug 2014||< 1|
|Northern Lights Distributors, LLC||Omaha, NE||Sep 2013 - Nov 2013||< 1|
|Valic Financial Advisors, Inc.||Venice, FL||Apr 2013 - Aug 2013||< 1|
|Unemployed||Naples, FL||Oct 2011 - Apr 2013||1|
|Securian Financial Services, Inc.||St. Paul, MN||May 2006 - Oct 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 1992|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management2,871MILLIONS
Total Number of Accounts8,884ACCOUNTS
Average Account Value$323,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops
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, WY
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