Eugene HarrisCRD Number: 1269152
Current Firm: Lincoln Financial Securities Corporation
Eugene Harris (CRD# 1269152) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in North Haven, CT and has over 23 years of experience in the finance industry.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
Halsey Associates Inc.
|Lincoln Financial Securities Corporation||North Haven, CT||Jul 2008 - Current||8|
|Jefferson Pilot Securities Corporation||Concord, NH||Jul 2000 - Jul 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1993|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- 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
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV