Gregory Harris (CRD# 2307795) is an Investment Advisor Representative working at Creative Planning in Wellesley, MA and has over 30 years of experience in the finance industry.
CRD# 4999910
Fidelity Personal And Workplace Advisors
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning | Wellesley, MA | Sep 2016 - Current | 7 |
| Unemployed | Wellesley, MA | May 2016 - Sep 2016 | < 1 |
| Mfa Asset Management, LLC | Tewksbury, MA | Apr 2016 - May 2016 | < 1 |
| Tiaa | Waltham, MA | Jun 2012 - Mar 2016 | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Waltham, MA | Jun 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- MA
-
Total Assets Under Management175,272MILLIONS
-
Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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