David Harris is a CFP, ChFC-designated registered investment advisor, based in Manhattan Beach, CA, with 33 years of industry experience.
Location
505 N. Sepulveda Blvd., Suite 5, Manhattan Beach, CA, 90266
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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
David is the President of Harris & Associates, providing financial and estate planning advice, and works with Purshe Kaplan Sterling Investments BD. He also owns Davris Training Associates, provides training, is an insurance agent with Ash Brokerage and Peak Pro Financial, and is on the investment committee for Manhattan Beach Community Church.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Harris & Associates
Previous Registrations
LPL Financial LLCBroker
Mutual Service CorporationBroker
Transamerica Financial Resources, INC.Broker
State Registrations5 states
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