Adam Harris
Adam Harris is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Orlando, FL, with 14 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1000 Legion Pl Ste 1400, Orlando, FL, 32801
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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
Adam earns commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also works as a bookkeeper/manager for Steen and Harris Orthodontics for about 10-20% of his time and owns two legal entities, Bird's Nest Enterprise LLC and WDE Holdings, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations12 states
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