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Brooke Harris

3 Years of Experience
Tampa, FL
Broker

Brooke Harris is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 North Tampa, Suite 2400, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brooke is an independent contractor with Charles Rutenberg Realty Inc. to maintain her real estate license, dedicating minimal time to this activity. Her intent is to keep the license for personal family/family related use only.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2022 - Present · 3 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2022 - Present · 3 yrs 7 mos
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.