Kip Harris is a registered investment advisor at Wells Fargo Advisors, based in Bee Cave, TX, with 32 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
13215 Bee Cave Parkway, Building A, Suite 125, Bee Cave, TX, 78738
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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 Activities
Kip is a 100% owner of Capital Wealth Advisors, LLC, providing financial advisory services. This activity takes significantly more than full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Morgan Keegan & Company, INC.Broker
Capitol Securities Group, INC.Broker
State Registrations20 states
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