Harris Advisors, LLC

Harris Advisors, LLC (CRD# 165967) is a financial advisory firm headquartered in , . They manage $5,600,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $280,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Harris Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel R. Harris
CRD#: 6136278
Sycamore, IL
84
Wealthminder
score

Daniel Harris (CRD# 6136278) is an Investment Advisor Representative working at Harris Advisors, LLC in Sycamore, IL and has over 7 years of experience in the finance industry. Daniel 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.

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