Evan Harris
Evan Harris is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in San Jose, CA, with 10 years of industry experience. Evan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Century Center Court, Suite 340, San Jose, CA, 95112
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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
Evan is the Vice President of Harris Private Wealth Management & Insurance Solutions Inc, dedicating full-time hours to general management and wealth management advisory. He also acts as a financial advisor providing fixed insurance alternatives, spending minimal time on this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
State Registrations23 states
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
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