Paul Harris, financial advisor Sarasota FL
93 score

Paul Harris

CRD Number: 2998471
Current Firm: Southern Trust Financial Planning

Paul Harris (CRD# 2998471) is an Investment Advisor Representative working at Southern Trust Financial Planning in Sarasota, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. Lavista, NE Nov 2009 - Current 7
Southern Trust Financial Planning, Inc. Sarasota, FL Nov 2009 - Current 7
Summit Brokerage Services Inc. Sarasota, FL Jun 2002 - Nov 2009 7
Summit Financial Group Inc. Sarasota, FL Jun 2002 - Nov 2009 7
Prudential Insurance Sarasota, FL Jan 1998 - Nov 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Paul S. Harris
Phone Number: 941-308-0041
Registered State(s):
  • FL
  • MD
By the Numbers
  • Total Assets Under Management
    93
    MILLIONS
  • Total Number of Accounts
    684
    ACCOUNTS
  • Average Account Value
    $135,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

FL, MD, NH, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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