Matthew Harris is a registered investment advisor, based in Mansfield, OH, with 26 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1485 Lexington Ave., Mansfield, OH, 44907
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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
Matthew is a registered investment advisor and part owner of Whitaker-Myers Wealth Managers, dedicating full-time hours to this role. He also works as an insurance agent for Whitaker-Myers Benefit Plans and sells insurance products, spending about 10-20% of his time on these activities. Finally, Matthew is CFO for Trifecta Tickets, LLC, spending minimal time on this.
Employment History
Current Registrations
M. S. Howells & CO.Broker
Whitaker-Myers Wealth Managers, LTD.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 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.
Exams
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