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JH

John C. Harris

FUNDAMENTAL ADVISORS
HOUSTON, TX 77098
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CRD#: 2618746
JH

Professional summary


John Christopher Harris, who also goes by Chris Harris, is a registered financial advisor currently at FUNDAMENTAL ADVISORS, INC. located in Houston, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. John has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris 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.
PRESIDENT AND REGISTERED INVESTMENT ADVISOR OF FUNDAMENTAL ADVISORS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Christopher 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®
None

Experience


Current

July 23, 2003 - Present

FUNDAMENTAL ADVISORS, INC.

Office #1: 3120 Sw Freeway, Suite 615-4, Houston, TX 77098
RIA
CRD#: 122643
HOUSTON, TX
Past

September 18, 2003 - December 31, 2005

MCNALLY FINANCIAL SERVICES CORPORATION

BD
CRD#: 121196
SAN ANTONIO, TX
Past

June 27, 2001 - October 30, 2001

WAVELAND CAPITAL PARTNERS LLC

BD
CRD#: 40054
IRVINE, CA
Past

July 14, 2000 - May 27, 2003

MERCER ADVISORS

RIA
CRD#: 104569
HOUSTON, TX
Past

June 3, 1998 - May 2, 2000

FROST BROKERAGE SERVICES, INC.

BD
CRD#: 17465
SAN ANTONIO, TX
Past

June 7, 1995 - October 17, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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
(7/23/2003)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/28/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


FA
FUNDAMENTAL ADVISORS, INC.
FUNDAMENTAL ADVISORS, INC.

CRD#: 122643 / SEC#:

North Carolina
Registered Investment Advisory firm - (6/7/2024 Approved)
Texas
Registered Investment Advisory firm - (7/23/2003 Approved)
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Contact information


Main Address
3120 S.w. Freeway Suite 615-4, Houston, TX 77098
Mailing Address
P O Box 66770, Houston, TX 77266
Phone number
(713) 834-1111
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts46
AUM (Assets Under Management)$ 23,070,523

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.

Company Information


FUNDAMENTAL ADVISORS, INC.

CRD#: 122643Houston, TX 77098

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