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William Joseph Harris

BIP Wealth, LLC

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About William Joseph Harris

William Harris is a financial advisor with Bip Wealth, LLC in Atlanta, Georgia. William has been in the financial industry for over 30 years and is a CERTIFIED FINANCIAL PLANNER™. William offers a variety of financial planning and advisory services to individual and corporate clients.

Firm Information

William Harris is currently registered with BIP Wealth, LLC. BIP Wealth, LLC is an investment advisor based in Atlanta, GA. The firm has over $2.8 billion in regulatory assets under management and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
BIP Wealth, LLC

3575 PIEDMONT RD, NE

ATLANTA, GA 30305

$2.83B

Assets Under Management

2

Total Clients

33

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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

GA

04/19/2007 - Present

BIP Wealth, LLC (ATLANTA GA)

GA

05/23/2007 - 08/14/2007

MUTUAL SECURITIES, INC. (ALPHARETTA GA)

CT

04/15/2005 - 05/18/2007

UST SECURITIES CORP. (STAMFORD CT)

TX

02/23/1993 - 09/27/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

09/03/1992 - 09/16/1992

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

CO

09/11/1991 - 03/25/1992

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 06/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 09/05/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Joseph Harris.
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