Philip Harris, financial advisor Philadelphia PA

Philip Harris

CRD Number: 1892115
Current Firm: Financial Integrity Advisors, LLC

Philip Harris (CRD# 1892115) is an Investment Advisor Representative working at Financial Integrity Advisors, LLC in Philadelphia, PA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Aug 2015 - Current 8
Financial Integrity Advisors, LLC Philadelphia, PA May 2003 - Current 20
Financial Integrity Resources Management, LLC Philiadelphia, PA Aug 2002 - Current 21
First Allied Securities, Inc. Philadelphia, PA Oct 2013 - Aug 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Philip M. Harris
Phone Number: 215-557-7622
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,713
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $334,452,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

MD, NY, PA

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