Curtis Harris
Curtis Harris is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Dallas, TX, with 30 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
15770 Dallas Pkwy, Ste 910, Dallas, TX, 75248
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2008Other Business ActivitiesSells Insurance
Curtis is part of a network of financial professionals serving physicians and is an advisory representative of a RIA. He is also an independent insurance agent and owns a real estate venture, dedicating about half his time to these activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, INC.
MML Investors Services, INC.Broker
Hfg Advisors, L.L.C.
G. R. Phelps & CO., INC.Broker
State Registrations27 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.