Sarah Harris, financial advisor Nashville TN

Sarah Harris

CRD Number: 6757338
Current Firm: Wells Fargo Clearing Services, LLC

Sarah Harris (CRD# 6757338) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Nashville, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Nashville, TN Mar 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood, TN Feb 2017 - Mar 2021 4
The Golf Club Of Tennessee Kingston Springs, TN Oct 2016 - Feb 2017 < 1
Brook Hollow Golf Club Dallas, TX Oct 2015 - Sep 2016 < 1
Oklahoma City Golf & Country Club Nichols Hills, OK May 2014 - Oct 2015 1
Mississippi State University Starkville, MS Aug 2013 - May 2014 < 1
Oklahoma City Golf & Country Club Nichols Hills, OK May 2013 - Aug 2013 < 1
Mississippi State University Starkville, MS Aug 2012 - May 2013 < 1
Bcbg Maxazria Bollingbrook, IL Nov 2012 - Dec 2012 < 1
Country Club Of Jackson Jackson, MS May 2012 - Aug 2012 < 1
Mississippi State University Starkville, MS Aug 2011 - May 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Sarah M. Harris
Phone Number: 314-875-3000
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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