James Harris, financial advisor Marietta GA
93 score

James Harris

CRD Number: 1281305
Current Firm: Money Concepts Advisory Service

James Harris (CRD# 1281305) is an Investment Advisor Representative working at Money Concepts Advisory Service in Marietta, GA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Feb 2004 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for James B. Harris
Phone Number: 561-472-2000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,419
    MILLIONS
  • Total Number of Accounts
    11,428
    ACCOUNTS
  • Average Account Value
    $124,183
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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