Henry Harris
Henry Harris is a CFA-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Norfolk, VA, with 24 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
150 W. Main Street, Suite 1500, Norfolk, VA, 23510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Henry is involved with several organizations, including foundations, trusts, healthcare providers, and a yacht repair business, primarily in oversight and management roles. These activities require minimal time commitment, ranging from a few hours per quarter to a few hours per week.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Palladium Registered Investment Advisors
Bb&t Asset Management, INC.
State Registrations1 state
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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