Harris Martin Financial, LLC
Harris Martin Financial, LLC (CRD# 151899) is a financial advisory firm headquartered in San Antonio, TX. They manage $2,150,592 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$107,530
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Stephanie Harris (CRD# 4534069) is an Investment Advisor Representative working at Harris Martin Financial, LLC in San Antonio, TX and has over 15 years of experience in the finance industry. Stephanie 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.