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.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harris Mortgage | Ventura, CA | Sep 2018 - Current | 5 |
| Old Oak Wealth Management | Ventura, CA | May 2014 - Current | 9 |
| 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 |
- CA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$866,667
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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