Felicia G. Harris

EVERYTHINGHR FINANCIAL SERVICES LLC

Rochester Hills, MI 48307

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CRD#: 2338372

Professional summary

Felicia Gail Harris, CFP®, who also goes by Felicia G Harris, is a registered financial advisor currently at EVERYTHINGHR FINANCIAL SERVICES LLC located in Rochester Hills, Michigan.

Felicia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Felicia has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

Question & Answer

What are your service offerings?

Estate Planning

Budgeting

Tax Planning

Retirement Planning

Employee and Employer Plan Ben...

Investment Planning

Insurance Planning

Comprehensive Financial Planni...

Business Succession Planning

Are you a "fiduciary"?

Yes

Aliases

Felicia G 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.

Business Ownership; El Shaddai Consulting LLC DBA Everything HR; Owner; Consulting; Sterling Heights, MI 48314; Not Investment Related; April 2012; 20-39 hours per month; 1-9 during trading hours. Outside Employment; Finra; Arbitrator; Washington DC 20006; 0-9 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felicia Gail 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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

January 2, 2018 - Present

EVERYTHINGHR FINANCIAL SERVICES LLC

Office #1: 1055 South Blvd E Suite 225, Rochester Hills, MI 48307

RIA

CRD#: 290201

Rochester Hills, MI

Past

October 5, 2009 - January 4, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TROY, MI

Past

October 5, 2009 - January 4, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TROY, MI

Past

April 30, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

SHELBY TOWNSHIP, MI

Past

April 22, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

SHELBY TOWNSHIP, MI

Past

January 5, 2006 - May 18, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ROCHESTER, MI

Past

November 2, 1993 - May 18, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ROCHESTER, MI

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

California
(1/12/2018)

IAR

Michigan
(1/2/2018)

IAR

Texas
(1/29/2018)

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: 10/27/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 6/14/1996

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

Current Firm

EVERYTHINGHR FINANCIAL SERVICES LLC

CRD#: 290201 / SEC#:

California

Registered Investment Advisory firm - (1/12/2018 Approved)

Michigan

Registered Investment Advisory firm - (12/7/2017 Approved)

North Carolina

Registered Investment Advisory firm - (11/12/2018 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2018 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1055 South Blvd E Suite 225, Rochester Hills, MI 48307

Mailing Address

Phone number

(586) 461-1400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	88
AUM (Assets Under Management)	$ 22,999,912

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Felicia G. Harris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felicia Gail Harris's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/27/1999

Series 63

Date: 12/3/1993

SIE

Date: 1/4/2018

Series 7

Date: 11/1/1993

Series 8

Date: 6/14/1996

Current Firm

EVERYTHINGHR FINANCIAL SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVERYTHINGHR FINANCIAL SERVICES LLC

TRUST BUT VERIFY

Contact information

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