Edward Harris, financial advisor San Leandro CA
90 score

Edward Harris

CRD Number: 5896581
Current Firm: Sorrento Pacific Financial, LLC

Edward Harris (CRD# 5896581) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Leandro, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fremont Bank San Leandro, CA Jun 2015 - Current 1
Sorrento Pacific Financial LLC San Leandro, CA Jun 2015 - Current 1
Jp Morgan Securities LLC San Francisco, CA Oct 2012 - Jun 2015 2
Jp Morgan Chase Bank San Francisco, CA Sep 2012 - Jun 2015 2
Hearth Homes Community Building San Francisco, CA Aug 2011 - Nov 2014 3
Golden Gate University Alumni Association San Francisco, CA Jun 2011 - Nov 2014 3
Unemployed San Francisco, CA Nov 2011 - Sep 2012 < 1
Various Insurance Carriers For W & R Insurance Agencies San Francisco, CA Jun 2011 - Nov 2011 < 1
Waddell & Reed, Inc. San Mateo, CA Mar 2011 - Nov 2011 < 1
Unemployed San Francisco, CA May 2010 - Mar 2011 < 1
Golden Gate University San Francisco, CA May 2006 - May 2010 4
The Schinner Law Group San Francisco, CA May 2008 - Jul 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Edward B. Harris
Phone Number: 858-805-7900
Firm Website: http://mybd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $163,686
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NY, OK, OR, PA, SC, TN, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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