David Harris, financial advisor Scottsdale AZ

David Harris

CRD Number: 1618282
Current Firm: Harris Investment Advisors LLC

David Harris (CRD# 1618282) is an Investment Advisor Representative working at Harris Investment Advisors LLC in Scottsdale, AZ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Registered Investment Advisors, LLC Scottsdale, AZ Jul 2018 - Current 5
Harris Investment Advisors Scottsdale, AZ Feb 2002 - Current 22
Harris Advisors, LLC Scottsdale, AZ Feb 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination Mar 1994
Contact Info for David S. Harris
Phone Number: 480-659-8380
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $215,398
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
Types of Clients
Registered States

AZ, CA

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