DH
Donald B. Harris
BEAIRD HARRIS
DALLAS, TX 75251
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CRD#: 1044148
DH
Professional summary
Donald Blake Harris, who also goes by Don Harris, is a registered financial advisor currently at BEAIRD HARRIS located in Dallas, Texas.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Donald has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don Harris
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LEGAL NAME REGISTRATION: (1) KLB MANAGEMENT, (2) CALABRIA TRUST, (3) CALABRIA FAMILY LIMITED PARTNERSHIP, (4) BATES IRREVOCABLE TRUST, (5) KREHBIEL MANAGEMENT COMPANY, (6) HARRIS INSURANCE TRUST, (7) NORTH DALLAS FIDUCIARIES ADDRESS: (1-7) 12221 MERIT DRIVE, STE 750 DALLAS TEXAS 75251 INVESTMENT RELATED: (1-7) NO YOUR POSITION, TITLE OR RELATIONSHIP: (1-6) MANAGER, TRUSTEE (7) VICE PRESIDENT APPROXIMATE # OF HOURS YOU DEVOTE: (1-7) 1 PER WEEK APPROXIMATE # OF HOURS YOU DEVOTE DURING TRADING HOURS: (1-7) 0.5 HOUR PER WEEK BRIEFLY DESCRIBE YOUR DUTIES: (1-6) MANAGING OFFICER, TRUSTEE SERVICES, (7) BILL PAYING SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Donald Blake Harris's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 19, 1996 - Present
BEAIRD HARRIS
Office #1: 12221 Merit Drive Suite 750, Dallas, TX 75251RIA
CRD#: 107238
DALLAS, TX
Past
December 13, 1991 - December 31, 1996
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
February 2, 1987 - December 21, 1989
CULLUM & SANDOW SECURITIES, INC.
BD
CRD#: 15836
DALLAS, TX
Past
June 16, 1986 - March 17, 1987
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
April 26, 1982 - August 14, 1987
PFS INVESTMENTS INC.
BD
CRD#: 10111
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BEAIRD HARRIS
BEAIRD HARRIS | BHCO CAPITAL MANAGEMENT, INC. | BHCO CAPITAL MANAGEMENT INC | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | BEAIRD HARRIS WEALTH MANAGEMENT, INC.
CRD#: 107238 / SEC#: 801-51938
RIA
Registered Investment Advisory firm - (5/20/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/19/1996)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BH
BEAIRD HARRIS
BEAIRD HARRIS | BHCO CAPITAL MANAGEMENT, INC. | BHCO CAPITAL MANAGEMENT INC | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | BEAIRD HARRIS WEALTH MANAGEMENT, INC.
CRD#: 107238 / SEC#: 801-51938
RIA
Registered Investment Advisory firm - (5/20/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244
Mailing Address
Phone number
(972) 503-1040
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,188 |
| AUM (Assets Under Management) | $ 1,907,364,054 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 | ||
| 01/28/2025 | ||
| 07/26/2023 |
Red Flags
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Company Information
BEAIRD HARRIS
CRD#: 107238Dallas, TX 75251TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
