Russell Harris (CRD# 4554081) is an Investment Advisor Representative working at Apogee Wealth Management in Northville, MI and has over 21 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apogee Wealth Management | Canton, MI | Sep 2023 - Current | < 1 |
| Truadvice, LLC | Sarasota, FL | Feb 2022 - Current | 2 |
| Harris Advisors LLC | Canton, MI | Apr 2016 - Current | 8 |
| Brookstone Capital Management | Wheaton, IL | Sep 2019 - Feb 2022 | 2 |
| Self Employed | Northville, MI | Apr 2019 - Aug 2019 | < 1 |
| Puritan Financial Group | Plano, TX | Feb 2019 - Mar 2019 | < 1 |
| Gf Investment Services, LLC | Sarasota, FL | Apr 2016 - Feb 2019 | 2 |
| Global Financial Private Capital, LLC | Sarasota, FL | Apr 2016 - Feb 2019 | 2 |
| J.p. Morgan Securities LLC | Brownstown Twp, MI | May 2013 - Apr 2016 | 2 |
| Hre Properties LLC | Canton, MI | Sep 2014 - Apr 2015 | < 1 |
| Hre Transportation, LLC | Canton, MI | Sep 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management5MILLIONS
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Total Number of Accounts16ACCOUNTS
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Average Account Value$312,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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