Elliott Harris
Elliott Harris is a registered investment advisor at Capital Analysts, based in St. Petersburg, FL, with 33 years of industry experience. Elliott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
St. Petersburg, FL
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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 ActivitiesSells Insurance
Elliott sells life insurance and fixed annuities, dedicating a few hours per week to this activity. Elliott is also the President of Harris Consulting Inc., an S-Corp set up for tax filing purposes, but spends no time on it.
Employment History
Current Registrations
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Lincoln Investment
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
H&r Block Financial Advisors, INC.Broker
Franklin/templeton Distributors, INC.Broker
Templeton Funds Distributor, INC.Broker
State Registrations5 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.