William J. Harris

BIP WEALTH

Alpharetta, GA 30009

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CRD#: 2166332

Professional summary

William Joseph Harris, CFP®, who also goes by Bill Harris, Billy Harris, William Joseph Harris Jr, is a registered financial advisor currently at BIP WEALTH, LLC located in Alpharetta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. William has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Harris | Billy Harris | William Joseph Harris Jr

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.

IN NOVEMBER 2009, BILL BECAME AN EQUITY PARTNER (BUT PASSIVE MEMBER) IN BIP HOLDINGS, LLC, WHICH IS A MINORITY OWNER OF BIP CAPITAL, A VENTURE CAPITAL FIRM. THE COMPANY IS LOCATED AT 3575 PIEDMONT ROAD NE, BUILDING 15, SUITE 700, ATLANTA, GA 30305. BILL'S DUTIES ARE REVIEWING COMPANY FINANCIAL STATEMENTS QUARTERLY. BILL IS ALSO A PASSIVE MINORITY EQUITY OWNER OF BIP CAPITAL, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Harris's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 19, 2007 - Present

BIP WEALTH, LLC

Office #1: 2500 Northwinds Pkwy Suite 250, Alpharetta, GA 30009

RIA

CRD#: 143208

Alpharetta, GA

Past

July 27, 2007 - April 19, 2007

BIP WEALTH, LLC

RIA

CRD#: 143208

ALPHARETTA, GA

Past

May 23, 2007 - August 14, 2007

MUTUAL SECURITIES, INC.

CRD#: 13092

ALPHARETTA, GA

Past

April 15, 2005 - May 18, 2007

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

Past

March 28, 2003 - September 27, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ALPHARETTA, GA

Past

February 23, 1993 - September 27, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

September 3, 1992 - September 16, 1992

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

September 11, 1991 - March 25, 1992

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

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".

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 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

Georgia
(4/19/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/2/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/27/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/5/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 4/28/1995

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

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Contact information

Main Address

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305

Mailing Address

Phone number

(404) 495-5230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)

ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	11,697
AUM (Assets Under Management)	$ 4,460,675,379

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William J. Harris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Harris's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIP WEALTH, LLC

MUTUAL SECURITIES, INC.

UST SECURITIES CORP.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

PRUDENTIAL EQUITY GROUP, LLC

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

BIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2007

Series 63

Date: 11/27/1991

Series 7

Date: 9/5/1991

Series 8

Date: 4/28/1995

Current Firm

BIP WEALTH, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIP WEALTH, LLC

TRUST BUT VERIFY

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