MH
Mark W. Harris
HARRIS HARPER COUNSEL
Roanoke, IN
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CRD#: 4577900
MH
Professional summary
Mark Withrow Harris, who also goes by Mark W. Harris, is a registered financial advisor currently at HARRIS HARPER COUNSEL, INC. located in Roanoke, Indiana.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mark has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark W. 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Withrow 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
December 5, 1991 - Present
HARRIS HARPER COUNSEL, INC.
RIA
CRD#: 121746
Roanoke, IN
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
Indiana(12/5/1991)
Exams
Current Firm
HH
HARRIS HARPER COUNSEL, INC.
HARRIS HARPER COUNSEL, INC.
CRD#: 121746 / SEC#:
Indiana
Registered Investment Advisory firm - (9/1/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Roanoke, IN
Mailing Address
Phone number
(765) 277-1710
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 19,188,202 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
