Kevin Harris is a CFP-designated registered investment advisor, based in Franklin, TN, with 25 years of industry experience.
Location
354 Cool Springs Blvd Ste 103, Franklin, TN, 37067
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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
Kevin is a CPA and owner/sole proprietor of a tax preparation and accounting service, taking about half of his time. He also sells insurance products, including equity indexed annuities, life, health, disability, and long-term care insurance, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
State Registrations2 states
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