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Zane Jeffrey Harris

Cain, Watters & Associates, LLC

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About Zane Jeffrey Harris

Zane Jeffrey Harris is an Investment Advisor Representative associated with Cain, Watters & Associates, LLC. Zane is registered with the state of Texas and has been in the industry since September 2015. Zane holds a Series 65 license. The advisor specializes in investment advisory services, portfolio management for individuals, financial planning, educational seminars and selection of other advisers. The advisor's firm, Cain, Watters & Associates, LLC, is a Registered Investment Adviser (RIA) with offices in Frisco, Texas. The firm manages a significant amount of assets for clients, including high-net-worth individuals, charitable organizations and trusts for pension plans. The firm's services include financial planning, portfolio management, and educational seminars.

Firm Information

Zane Harris is currently registered with Cain, Watters & Associates, LLC. Cain, Watters & Associates, LLC is an investment advisor based in FRISCO, TX. The firm offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They manage approximately $3.54 billion in assets for 9,075 clients, including high-net-worth individuals, individuals other than high-net-worth, and trustees for pension plans. The firm also participates in wrap fee programs.
Cain, Watters & Associates, LLC

17 COWBOYS WAY, SUITE 300

FRISCO, TX 75034

$3.54B

Assets Under Management

750

Total Clients

67

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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Zane Harris’s Registration & Firm History

TX

07/20/2016 - Present

Cain, Watters & Associates, LLC (FRISCO TX)

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Licenses & Designations

IA

Issued 05/10/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zane Jeffrey Harris.
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