Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Harris is a financial advisor with over 27 years of experience in the financial services industry. Curtis is a Registered Representative of Cambridge Investment Research Advisors, Inc. and holds licenses in 27 states. Curtis has held prior positions at MML Investors Services, Inc. and G. R. Phelps & Co., Inc. Curtis is a Certified Financial Planner and has a strong commitment to providing personalized financial advice to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
10/28/2008 - Present
Cambridge Investment Research Advisors, Inc. (Dallas TX)
TX
03/01/1996 - 11/18/2008
MML INVESTORS SERVICES, INC. (DALLAS TX)
NA
07/17/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 06/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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