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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Harris is a registered Investment Advisor Representative with Bedell Frazier Investment Counselling, LLC, where Michael has been employed since August 2006. Michael has a Series 65 license. Michael is also registered with the state of California. Bedell Frazier Investment Counselling, LLC is a fee-only firm that provides financial planning and investment management services. The firm's client base is comprised of individuals, high-net-worth individuals, charitable organizations, and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/14/2013 - Present
Bedell Frazier Investment Counselling, LLC (WALNUT CREEK CA)
IA
Issued 11/06/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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