William A. Harris

LONGSTREAM CAPITAL MANAGEMENT LLC

Portland, OR

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CRD#: 4949226

Professional summary

William Ayers Harris, CFA is a registered financial advisor currently at LONGSTREAM CAPITAL MANAGEMENT LLC located in Portland, Oregon.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

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.

Board Director, The Jeffrey Company, a single family office and private investment holding company in Columbus, OH; and Board Director, Jeffrey Fiduciary Company, a private family trust company in Columbus, OH. As a director of both entities, I receive fixed annual compensation; I do not receive any commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ayers 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®

CFA

Chartered Financial Analyst

Experience

Current

April 20, 2017 - Present

LONGSTREAM CAPITAL MANAGEMENT LLC

RIA

CRD#: 287650

Portland, OR

Past

June 8, 2005 - January 30, 2017

ALLEN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 135147

PORTLAND, OR

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

Oregon
(4/20/2017)

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

Current Firm

LONGSTREAM CAPITAL MANAGEMENT LLC

CRD#: 287650 / SEC#:

Oregon

Registered Investment Advisory firm - (4/20/2017 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(503) 936-5699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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William A. Harris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ayers Harris's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGSTREAM CAPITAL MANAGEMENT LLC

ALLEN CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

LONGSTREAM CAPITAL MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

LONGSTREAM CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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