Harold Harris
Harold Harris is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Meridian, MS, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
700 23rd Avenue, Meridian, MS, 39301
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2001Customer Dispute
June 1995Other Business Activities
Harold operates under the DBA Trustmark Financial Services since 2011. He is also a board member of Trustmark Securities Inc. since 2018, which is a business entity for tax/investment purposes only.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Citigroup Global Markets INC.Broker
Revels Securities CorporationBroker
Ifp, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blinder, Robinson & Co.,inc.Broker
State Registrations27 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.