Harris Financial Advisors, Inc.

Harris Financial Advisors, Inc. (CRD# 107510) is a financial advisory firm headquartered in Torrance, CA. They manage $556,361,258 in 1,230 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    556
    MILLION
  • Total Number of Accounts
    1,230
    ACCOUNTS
  • Average Account Value
    $452,326
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
  • Educational seminars/workshops
  • 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.

AZ, CA, LA, NH, OH, OR, TX, WA

Financial Advisors at Harris Financial Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Jonathan C. Bacon
CRD#: 6943842
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90505

Jonathan Bacon (CRD# 6943842) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has over 3 years of experience in the finance industry.

2
Michael D. Desantis
CRD#: 6320795
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90505

Michael Desantis (CRD# 6320795) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has over 3 years of experience in the finance industry.

3
Mary G. Harris
CRD#: 1431502
25500 Hawthorne Blvd. #1030, Torrance, CA 90505

Mary Harris (CRD# 1431502) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has over 28 years of experience in the finance industry. Mary 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.

4
Armando B. Herrera
CRD#: 4856303
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90505

Armando Herrera (CRD# 4856303) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has over 5 years of experience in the finance industry.

5
Matthew W. Kuhn
CRD#: 2355603
25500 Hawthorne Blvd. #1030, Torrance, CA 90505

Matthew Kuhn (CRD# 2355603) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has over 26 years of experience in the finance industry.

6
Trevor D. Moore
CRD#: 6943831
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90505

Trevor Moore (CRD# 6943831) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has over 3 years of experience in the finance industry.

7
Kristen M. Perez
CRD#: 6239131
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90505

Kristen Perez (CRD# 6239131) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has 1 year of experience in the finance industry. Kristen Perez 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.

8
Cristin H. Rigg
CRD#: 2369281
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90505

Cristin Rigg (CRD# 2369281) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has over 18 years of experience in the finance industry. Cristin Rigg 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.

9
Clay C. Zachry
CRD#: 4361257
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90505

Clay Zachry (CRD# 4361257) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has over 19 years of experience in the finance industry. Clay Zachry 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.

10
Sean M. Ostrom
CRD#: 7257467
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90505

Sean Ostrom (CRD# 7257467) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has 1 year of experience in the finance industry.

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