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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.