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Gregory Joseph Harris

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

3601 Green Road, Suite 100, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gregory operates under the DBAs Harris Financial Services, Inc. and The Tyler-Stone Group. He is also an IAR with Tyler-Stone Wealth Management, LLC, spending about half his time on investment advisory services. Gregory also works as a financial advisor selling non-variable insurance, dedicating a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
June 2025 - Present · 8 mos
Tyler-Stone Wealth Management, LLC
January 2015 - Present · 11 yrs 1 mo
LPL Financial LLCBroker
November 2005 - Present · 20 yrs 3 mos
Previous Registrations
LPL Financial LLC
November 2005 - September 2016 · 10 yrs 10 mos
UBS Financial Services INC.
October 2002 - November 2005 · 3 yrs 1 mo
UBS Financial Services INC.Broker
October 2002 - November 2005 · 3 yrs 1 mo
AXA Advisors, LLCBroker
December 2000 - November 2002 · 1 yr 11 mos
State Registrations12 states
AKCACOCTFLGAINMAOHPASCWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.