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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Graham Harris is an investment advisor representative at EP Wealth Advisors. Mary has been in the financial services industry since 1985 and has experience providing financial planning, portfolio management, and retirement plan advisory services. Mary is a Certified Financial Planner and holds Series 7, 24, 63, and 65 licenses. Prior to joining EP Wealth Advisors, Mary worked at Harris Financial Advisors, Inc.
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
EP Wealth Advisors (TORRANCE CA)
CA
07/03/2001 - 07/08/2002
EPLANNING SECURITIES, INC. (ROSEVILLE CA)
CA
12/21/1994 - 07/11/2001
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
AZ
11/19/1989 - 12/21/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/19/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 12/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1995
Series 24 - General Securities Principal Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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