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CFP

Harry Foote

Raymond James Financial Services Advisors, INC
33 Years of Experience
Cherry Hill, NJ
Broker
View SEC Summary
View SEC Summary

Harry Foote is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cherry Hill, NJ, with 33 years of industry experience. Harry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1040 Kings Highway North, Suite 303, Cherry Hill, NJ, 08034

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Harry is the owner and president of Foote Financial Inc. He dedicates about half his time to this business, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.
September 1998 - Present · 28 yrs 1 mo
Raymond James Financial Services, INC.Broker
September 1998 - Present · 28 yrs 1 mo
Previous Registrations
Foote Financial, INC.
April 2005 - November 2016 · 11 yrs 7 mos
Raymond James Financial Services
July 2003 - January 2009 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - September 1998 · 5 yrs
American Express Financial Advisors INC.Broker
November 1992 - June 1993 · 7 mos
Ids Life Insurance CompanyBroker
November 1992 - June 1993 · 7 mos
State Registrations17 states
CTDCDEFLMDMONCNHNJNYORPASCTNVAWAWV
AdvisorBrokerBoth

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.
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