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Jeffrey Maurice Harris

Ally Invest Advisors

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About Jeffrey Maurice Harris

Jeffrey Maurice Harris is an investment advisor representative at Ally Invest Advisors. Jeffrey has been in the securities industry since 2013. Jeffrey is licensed in North Carolina and holds the Series 4, 7, 99, 24, 63 and 65 licenses. Jeffrey has experience in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Ally Invest Advisors is an investment advisor firm registered with the SEC. The firm provides financial planning and portfolio management services to individuals. The firm has a total of 1127619162 dollars in assets under management.

Firm Information

Jeffrey Harris is currently registered with Ally Invest Advisors. Ally Invest Advisors, based in Charlotte, NC, is an investment advisor registered with the SEC. The firm offers financial planning and portfolio management services to individuals and high-net-worth individuals. Ally Invest Advisors manages over $1.1 billion in assets for over 70,000 clients.
Ally Invest Advisors

601 S. TRYON STREET

CHARLOTTE, NC 28202

$1.13B

Assets Under Management

Not reported

Total Clients

101

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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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Harris’s Registration & Firm History

NC

02/05/2021 - Present

Ally Invest Advisors (CHARLOTTE NC)

SC

04/11/2013 - 05/24/2017

LPL FINANCIAL LLC (FORT MILL SC)

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Licenses & Designations

IA

Issued 03/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2020

Series 24 - General Securities Principal Examination

BC

Issued 08/14/2019

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/10/2013

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Maurice Harris.
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