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Harris Lawrence Adams

Osaic Wealth, Inc.

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About Harris Lawrence Adams

Harris Adams has been a registered investment advisor since 1997. Harris has held registrations with various firms, including Signator Investors, Inc., MML Investors Services, LLC and currently with Osaic Wealth, Inc. Harris has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Harris also has a Series 6, 7, and 63 license, as well as the SIE and Series 65.

Firm Information

Harris Adams is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Harris Adams’s Registration & Firm History

VA

11/02/2018 - Present

Osaic Wealth, Inc. (VIENNA VA)

VA

02/19/2013 - 11/02/2018

SIGNATOR INVESTORS, INC. (VIENNA VA)

VA

01/15/2013 - 02/19/2013

MML INVESTORS SERVICES, LLC (VIENNA VA)

VA

05/16/1997 - 01/03/2013

SIGNATOR INVESTORS, INC. (VIENNA VA)

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Licenses & Designations

IA

Issued 06/25/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/15/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Harris Lawrence Adams. Review regulatory record here.
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