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William Martin Harris

WH Cornerstone Investments Inc.

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About William Martin Harris

William Martin Harris is an investment advisor representative with Wh Cornerstone Investments Inc. William has been in the industry for over 25 years. He is a Certified Financial Planner and holds Series 6, 63 and 65 licenses. William has previous experience with Allmerica Investments, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. William specializes in providing financial planning, portfolio management for individuals, and educational seminars. William is registered with the state of Massachusetts and Florida. The firm manages over $180 million in assets.

Firm Information

William Harris is currently registered with WH Cornerstone Investments Inc.. WH Cornerstone Investments Inc. is an investment advisory firm located in DUXBURY, MA. They manage approximately $180,932,611 in assets for a variety of clients, including individuals, high-net-worth individuals, pension plans, and corporations. The firm offers financial planning, educational seminars, and portfolio management services. WH Cornerstone Investments Inc. is registered with the SEC and has two licensed agents and two investment advisor representatives.
WH Cornerstone Investments Inc.

11 WASHINGTON STREET

DUXBURY, MA 02332

$180.93M

Assets Under Management

3

Total Clients

1

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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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

MA

10/28/1998 - Present

WH Cornerstone Investments Inc. (DUXBURY MA)

MA

03/07/1997 - 09/30/1998

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

MA

06/18/1996 - 02/13/1997

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/18/1996 - 02/13/1997

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/13/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Martin Harris.
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