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Larry Bryan Harris

Larry B. Harris

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CRD#: 4642294
Larry Bryan Harris

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Larry Bryan Harris, CFP® was a registered financial professional .

Larry is a previously registered financial professional and started their career in finance in 2003. Larry had worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
1) Deerfield Episocpal Retirement Community 2) Not investment related 3) 1617 Hendersonville Rd. Asheville, NC 28803 4) Continuing Care Retirement Community 5) Treasurer 6) 2/01/2011 7) 2 hrs/month 8) Less than 1 hr/month 9) Chair the finance committee, which oversees budgets and all financial aspects of the organization 1) Deerfield Episcopal Retirement Community Foundation 2) Not investment related 3) 1617 Hendersonville Road Asheville, NC 28803 4) Oversee Foundation operations 5) Treasurer 6) July 2019 7) 2 hrs/month 8) Less than 1 hr/month 9) Oversee disbursement of funds and the investment of foundation funds 1) Town of Black Mountain 2) Not investment related 3) 160 Midland Avenue Black Mountain, NC 28711 4) Municipal Government 5) Mayor 6) 8/10/20 7) 8 hrs/month 8) Less than 1 hr/month 9) Carry out government functions that are delegated to the mayor by state laws or by the board of aldermen

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

November 26, 2019 - October 24, 2022

PARSEC FINANCIAL

RIA
CRD#: 104919
Asheville, NC
Past

February 13, 2009 - December 19, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
ASHEVILLE, NC
Past

July 8, 2003 - December 19, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
ASHEVILLE, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/19/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PARSEC FINANCIAL
PARSEC FINANCIAL
PARSEC FINANCIAL | PARSEC FINANCIAL WEALTH MANAGEMENT | PARSEC FINANCIAL MANAGEMENT, INC | PARSEC FINANCIAL MANAGEMENT INC | PARSEC FINANCIAL MANAGEMENT

CRD#: 104919 / SEC#: 801-16359

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Contact information


Main Address
6 Wall St, Asheville, NC 28801
Mailing Address
P.o. Box 2324, Asheville, NC 28802
Phone number
(828) 255-0271
Established
Firm type
Fiscal year end
# of Employees
76

Documents


Latest Form ADV

Part 2 Brochures

03 27 2023 PAR FORM ADV PART 2A FINAL (3/27/2023)

Regulatory assets under management


Total Number of Accounts6,580
AUM (Assets Under Management)$ 3,745,709,001

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


PARSEC FINANCIAL

PARSEC FINANCIAL

CRD#: 104919

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