Charles Harris
Charles Harris is a registered investment advisor at First Georgetown Securities, INC, based in Alexandria, VA, with 44 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 122 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable.
Fee Estimator
Location
1700 Diagonal Rd., # 200, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles is involved in a YouTube TV pilot called "Becoming Van Vlack" as a producer and star since late 2022. He spends about 10-20% of his time on this endeavor, outside of regular business hours, and has received no compensation.
Employment History
Current Registrations
First Georgetown Securities, INC
First Georgetown Securities, INC.Broker
Previous Registrations
First Jersey Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.