William Harris is a registered investment advisor at Wells Fargo Advisors, based in Montgomery, AL, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2660 Eastchase Lane, Suite 104 1st Fl, Montgomery, AL, 36117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a co-trustee for his mother's account and owns 100% of WM Harris LLC. He also owns 33% of Sagegrowth Wealth Management LLC, dedicating full-time hours to this venture.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Sterne, Agee & Leach, INC.Broker
State Registrations21 states
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