Edward HarrisCRD 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.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|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|
Total Assets Under Management67MILLIONS
Total Number of Accounts411ACCOUNTS
Average Account Value$163,686
- 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
- Selection of other advisers (including private fund managers)
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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