MH
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Mitchell Harris

10 Years of Experience
Lords Valley, PA
Broker

Mitchell Harris is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lords Valley, PA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Lords Valley, PA

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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 Activities

Mitchell is a subcommittee member for BNI, receiving and passing qualified referrals and running weekly meetings. This takes about 10-20% of his time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2015 - Present · 10 yrs 7 mos
Raymond James Financial Services, INC.Broker
June 2015 - Present · 10 yrs 11 mos
State Registrations30 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.