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Ian Harris

Elevation, LLC

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About Ian Harris

Ian Harris is a financial professional with Elevation, LLC. Ian is registered with FINRA and holds the Series 7TO and SIE licenses. Ian's primary office is located in CHARLOTTE, NC.

Firm Information

Ian Harris is currently registered with Elevation, LLC. Elevation, LLC is a Limited Liability Company formed in December 2005 and is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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.

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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Ian Harris’s Registration & Firm History

NC

01/18/2024 - Present

Elevation, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/17/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/17/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian Harris.
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