Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas Harris is a financial professional with over 20 years of experience in the industry. John is currently a registered representative with Morningstar Investment Services LLC. John has previously held positions at Portfolio Brokerage Services, Inc., NFP Securities, Inc., Assetmark Capital Corporation, H.D. Vest Investment Securities, Inc. and Olde Discount Corporation. John specializes in providing investment advisory services for individuals, businesses and high net worth clients. John holds Series 6, 7, 24, 52, 53 and 63 licenses.
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.
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.
Aua
1
2
IL
11/12/2021 - Present
Morningstar Investment Services LLC (CHICAGO IL)
IL
08/29/2005 - 01/16/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
TX
10/11/2002 - 03/26/2004
NFP SECURITIES, INC. (AUSTIN TX)
CA
05/15/2000 - 04/24/2002
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
TX
10/19/1995 - 07/06/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MI
08/08/1995 - 10/17/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 08/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Harris is the right advisor for you? Invested Better is here to help.
