R Harris
R Harris is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sandy, UT, with 32 years of industry experience. R operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7370 S Creek Road, Suite 203, Sandy, UT, 84093
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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
R is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance products through Harris Financial since 1992, dedicating approximately 30 hours per week. R is also the owner of Harris Financial, a financial services business, spending about 40 hours per week, with most of that time during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
State Registrations13 states
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