Kylisa Harris is a registered investment advisor at Destiny Money Management, based in Mathews, VA, with 8 years of industry experience. Kylisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Destiny Money Management provides non-discretionary investment recommendations. Clients are responsible for executing the recommendations themselves. Destiny offers an optional monthly review of your investments for $35 per month, providing a written report with recommendations.
Location
10514 Buckley Hall Road, Mathews, VA, 23109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Destiny Money Management
Previous Registrations
Destiny Money Management
Freedom Ring Capital, LLC
State Registrations1 state
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