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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Earnest? Claim Your ProfileEarnest Levell Harris is a financial advisor with Creative Planning, an investment advisory firm with $1 billion - $10 billion in assets under management. Earnest Levell Harris is licensed to provide financial advice in Kansas and Texas. Earnest Levell Harris has over 12 years of experience in the financial services industry. Prior to joining Creative Planning, Earnest Levell Harris worked for GWFS EQUITIES, INC. and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Earnest Levell Harris holds FINRA Series 6, 7, 63, and 66 licenses, and the SIE exam. Earnest Levell Harris is a highly experienced financial advisor who can help you with your financial planning needs.
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
KS
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
CO
09/02/2014 - 04/12/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
KS
07/06/2011 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
BOTH
Issued 05/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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