Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Harris is a registered Investment Advisor Representative with Fisher Investments. Thomas has over 12 years of experience in the financial services industry. Thomas has held previous roles at Fidelity Brokerage Services LLC, TD Ameritrade, Inc., and Farmers Financial Solutions, LLC. Thomas has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice. Thomas specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Thomas is also a Registered Representative in Texas and holds the Series 7, Series 63, Series 66, and SIE 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/04/2018 - Present
Fisher Investments (PLANO TX)
TX
02/01/2017 - 11/28/2018
FARMERS FINANCIAL SOLUTIONS, LLC (FT. WORTH TX)
TX
08/21/2014 - 12/23/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/10/2009 - 08/14/2014
TD AMERITRADE, INC. (FORT WORTH TX)
GA
03/24/2006 - 07/20/2009
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
BOTH
Issued 11/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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