Joshua HarrisCRD Number: 3181577
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Joshua Harris (CRD# 3181577) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Virginia Beach, VA and has over 18 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Bank Of America, N.a.||Virginia Beach, VA||Aug 2010 - Current||7|
|Merrill Lynch, Pierce, Fenner, & Smith, Ic.||Norfolk, VA||Mar 2010 - Current||8|
|Morgan Stanley Smith Barney||Virginia Beach, VA||Jun 2009 - Mar 2010||< 1|
|Citigroup Global Markets Inc.||Virginia Beach, VA||Feb 2006 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2000|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY