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Barry Lee Harris

Harris Wealth Advisors, LLC

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About Barry Lee Harris

Barry Harris is a financial advisor with over 30 years of experience in the industry. Currently, Barry is a Registered Investment Advisor with Harris Wealth Advisors, LLC, a firm that provides financial planning and portfolio management services. Barry has served individuals and high-net-worth clients in the Austin, Texas area.

Firm Information

Barry Harris is currently registered with Harris Wealth Advisors, LLC. Harris Wealth Advisors, LLC is an investment advisory firm based in , that provides financial planning and portfolio management services to individuals. The firm manages approximately $7,168,600 in assets for 35 clients, including 4 high-net-worth individuals and 17 individuals other than high-net-worth. The firm also offers educational seminars and selection of other advisers to its clients.

$7.17M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Harris’s Registration & Firm History

TX

02/22/2021 - Present

Harris Wealth Advisors, LLC (AUSTIN TX)

TX

01/03/2011 - 03/10/2014

WELLS FARGO ADVISORS, LLC (AUSTIN TX)

TX

04/17/2009 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)

TX

02/06/2007 - 01/30/2009

COMPASS BROKERAGE, INC. (LAKEWAY TX)

NJ

01/01/1991 - 01/17/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NA

07/19/1989 - 01/01/1991

ROTAN MOSLE INC.

NJ

12/22/1987 - 07/24/1989

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 06/08/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barry Lee Harris.
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