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Donald Blake Harris

Beaird Harris

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About Donald Blake Harris

Donald Harris is an investment advisor representative with Beaird Harris and has been in the industry since 1982. Donald has 2 active licenses: Series 63 and Series 65. In addition to Beaird Harris, Donald has previously been affiliated with H.D. VEST INVESTMENT SECURITIES, INC., IFP, INCORPORATED, FIRST AMERICAN NATIONAL SECURITIES, INC., and INTEGRATED RESOURCES EQUITY CORPORATION. Donald has been with Beaird Harris since April 1996. Donald Harris is a manager, trustee, and vice president, devoting approximately one hour per week to these responsibilities.

Firm Information

Donald Harris is currently registered with Beaird Harris. Beaird Harris is a financial advisory firm based in Dallas, Texas. They offer financial planning, portfolio management, and pension consulting services to individuals, families, businesses, charitable organizations, and pension and profit sharing plans. Beaird Harris has approximately 1669836738 dollars in regulatory assets under management.
Beaird Harris

5005 LYNDON B JOHNSON FWY

DALLAS, TX 75244

$1.67B

Assets Under Management

Not reported

Total Clients

17

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Donald Harris’s Registration & Firm History

TX

07/19/1996 - Present

Beaird Harris (DALLAS TX)

TX

12/13/1991 - 12/31/1996

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

TX

02/02/1987 - 12/21/1989

IFP, INCORPORATED (DALLAS TX)

NA

04/26/1982 - 08/14/1987

FIRST AMERICAN NATIONAL SECURITIES, INC.

NA

06/16/1986 - 03/17/1987

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

IA

Issued 03/04/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 04/22/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Blake Harris.
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