BH
BH
Barry Harris
31 Years of Experience
Austin, TX
2 DisclosuresSells Insurance
Barry Harris is a registered investment advisor at Harris Wealth Advisors, LLC, based in Austin, TX, with 31 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 21 clients with $7.2M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$7.2M
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Location
Austin, TX
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Regulatory History (2)
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Customer Dispute
March 2006Settled
Customer Dispute
April 2002Settled
Other Business ActivitiesSells Insurance
Barry is a licensed insurance agent, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Harris Wealth Advisors, LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Harris Wealth Advisors, LLC
January 2019 - December 2020 · 1 yr 11 mos
Harris Wealth Advisors, LLC
February 2017 - December 2018 · 1 yr 10 mos
Harris Wealth Advisors, LLC
April 2014 - December 2016 · 2 yrs 8 mos
Wells Fargo Advisors, LLC
January 2011 - March 2014 · 3 yrs 2 mos
Wells Fargo Investments, LLC
June 2009 - January 2011 · 1 yr 7 mos
UBS Financial Services INC.
January 1991 - January 2006 · 15 yrs
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.