Mary HarrisCRD Number: 1431502
Current Firm: Harris Financial Advisors, Inc.
Mary Harris (CRD# 1431502) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has over 23 years of experience in the finance industry. Mary Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cg Financial Services
Jst Investment Consulting
Fried Asset Management, Inc.
|Harris Financial Advisors, Inc.||Torrance, CA||Jan 1993 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 1993|
Total Assets Under Management321MILLIONS
Total Number of Accounts978ACCOUNTS
Average Account Value$328,055
- 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
- Educational seminars/workshops
AZ, CA, NH, OH, TX, WA