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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $107,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

TX

Financial Advisors at Harris Martin Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephanie A. Harris
CRD#: 4534069
9601 Mcallister Fwy, Ste 1130, San Antonio, TX 78216
96
Wealthminder
score

Stephanie Harris (CRD# 4534069) is an Investment Advisor Representative working at Harris Martin Financial, LLC in San Antonio, TX and has over 14 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.

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