John Harris is a registered investment advisor, based in Norman, OK, with 38 years of industry experience.
Location
3411 W Rock Creek Road, Suite 100, Norman, OK, 73072
Get directionsHistory
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 ActivitiesSells Insurance
John is an IAR/Financial Advisor at Concurrent Investment Advisors dba Heartland Wealth Management, dedicating full-time hours to providing financial/investment advice. He is also an agent for fixed insurance, providing insurance advice for a few hours per week, and a passive investor in Concurrent Partners, spending minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Edward Jones
Edward JonesBroker
State Registrations12 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.