Bryce Harris (CRD# 6927662) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 5 years of experience in the finance industry. Bryce 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.
CRD# 1374125
Principal Securities, Inc.
CRD# 4789253
Lpl Financial LLC
CRD# 1270410
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True Legacy Financial | Tulare, CA | Jun 2019 - Current | 4 |
| Principal Life Insurance Company | Tulare, CA | Mar 2018 - Current | 6 |
| Principal Securities Inc. | Tulare, CA | Mar 2018 - Current | 6 |
| New Orleans Saints | New Orleans, LA | Jan 2017 - Mar 2018 | 1 |
| Miami Dolphins | Davie, FL | Nov 2016 - Dec 2016 | < 1 |
| Jacsksonville Jaquars | Jacksonville, FL | Oct 2016 - Nov 2016 | < 1 |
| Atlanta Falcons | Flowery Branch, GA | Sep 2015 - Sep 2016 | 1 |
| New Orleans Saints | New Orleans, LA | Jun 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- CA
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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