Kimberly Harris
Kimberly Harris is a registered investment advisor at Cetera Investment Advisers LLC, based in Salem, OR, with 18 years of industry experience. Kimberly 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
3468 Liberty Rd S, Salem, OR, 97302
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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
Kimberly works as a financial advisor and OSJ/Registered Principal at Great Oak Financial Group, dedicating full-time hours to assisting clients with financial planning and supervising representatives. She also works as an agent selling life insurance, annuities, and long-term care, which takes another full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Morgan Stanley Dw INC.Broker
State Registrations17 states
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