Brad Alan Harris
Professional Summary
Brad Alan Harris is a registered financial advisor currently at BELLARS HARRIS WEALTH MANAGEMENT located in Virginia Beach, Virginia. Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brad has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
Disclosures on record.
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.
Similar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
Current Firm
BELLARS HARRIS WEALTH MANAGEMENT | BELLARS HARRIS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881Phone Number
(757) 704-4200# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,496AUM (Assets Under Management)
$505,382,390Similar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
Primary Firm SEC Registration
BELLARS HARRIS WEALTH MANAGEMENT | BELLARS HARRIS WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(1/2/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2020About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Sep 2020About the Series 9 examSimilar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Brad Alan Harris's CRS (Customer Relationship Summary).
Similar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.