Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Harris is a financial advisor with Savant Wealth Management. He is a Certified Financial Planner and has been in the industry since 1989. David has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
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.
A percentage of the total value of assets under management is charged.
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2
IL
12/04/2023 - Present
Savant Wealth Management (ROCKFORD IL)
AL
08/09/2012 - 12/05/2023
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
05/26/1994 - 08/20/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
IN
05/26/1994 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
07/17/1989 - 05/26/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
07/17/1989 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 06/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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