Brian Harris, financial advisor Ventura CA

Brian Harris

CRD Number: 4175422
Current Firm: Harris Wealth Management

Brian Harris (CRD# 4175422) is an Investment Advisor Representative working at Harris Wealth Management in Ventura, CA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Harris Mortgage Ventura, CA Sep 2018 - Current 5
Old Oak Wealth Management Ventura, CA May 2014 - Current 10
Capital Mortgage Services Ventura, CA Nov 2013 - Sep 2018 4
Variant Capital LP Westlake Village, CA Apr 2010 - May 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Brian R. Harris
Phone Number: 805-827-4612
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,077,755
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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