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William A Harris

Park Avenue Securities LLC

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About William A Harris

William A. Harris is a financial advisor with Park Avenue Securities LLC. William has been a financial advisor for more than 18 years. He is registered to offer investment advice in Colorado, Illinois, Maine, North Carolina, and South Carolina. William is also registered as a Broker-Dealer in California, Colorado, Illinois, Maine, North Carolina, and South Carolina. He is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). William earned his Series 66 and Series 7 licenses and the Securities Industry Essentials (SIE) exam. William specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. He is committed to providing comprehensive and personalized financial advice to help his clients achieve their financial goals.

Firm Information

William Harris is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Harris’s Registration & Firm History

NC

07/11/2005 - Present

Park Avenue Securities LLC (CONCORD NC)

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Licenses & Designations

BOTH

Issued 06/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William A Harris.
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