Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Harris is a financial advisor with over 6 years of experience in the financial services industry. Mark is registered with LPL Financial LLC and offers investment advice in Colorado and Texas. Mark previously worked for Waddell & Reed. Mark has a Series 7 and a Series 66 license, and has passed the SIE exam. Mark is also a licensed insurance agent. Mark offers a variety of financial services including financial planning, portfolio management, and insurance. Mark has experience working with individual investors, families, businesses, and institutions. Mark's clients have access to the resources and expertise of LPL Financial LLC, a leading independent broker-dealer.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
07/21/2021 - Present
LPL Financial LLC (GRAND JUNCTION CO)
CO
11/14/2016 - 07/21/2021
WADDELL & REED (GRAND JUNCTION CO)
BOTH
Issued 01/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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