Harris B. Hanson

TEXAS FAMILY WEALTH

Friendswood, TX 77546

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CRD#: 5173970

Professional summary

Harris Brett Hanson, CFP® is a registered financial advisor currently at TEXAS FAMILY WEALTH, LLC located in Friendswood, Texas.

Harris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Harris has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

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.

(1) Name of Business: Friendswood Education Foundation Address: N/A, Friendswood, TX, 77546, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Director, Subcommittee Member, Committee Member Investment Related: Yes Start Date: 05/31/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a volunteer role. I serve on the Finance committee, sporting clays committee and marketing committee. (2) Licensed Insurance Professional; same address; less than 10% of business time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harris Brett Hanson's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

October 3, 2023 - Present

TEXAS FAMILY WEALTH, LLC

Office #1: 161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546

RIA

CRD#: 327332

Friendswood, TX

Past

March 12, 2012 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

FRIENDSWOOD, TX

Past

March 9, 2012 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FRIENDSWOOD, TX

Past

December 6, 2007 - March 13, 2012

EDWARD JONES

RIA

CRD#: 250

FRIENDSWOOD, TX

Past

August 15, 2006 - March 13, 2012

EDWARD JONES

CRD#: 250

FRIENDSWOOD, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TEXAS FAMILY WEALTH, LLC

SHB FINANCIAL SERVICES, LLC | TEXAS FAMILY WEALTH, LLC

CRD#: 327332 / SEC#: 801-128585

RIA

Registered Investment Advisory firm - (8/18/2023 Approved)

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
(10/3/2023)

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

State Security Law Exam

IAR

Series 66

Date: 12/4/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/18/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2006

General Securities Representative Examination

Current Firm

TEXAS FAMILY WEALTH, LLC

SHB FINANCIAL SERVICES, LLC | TEXAS FAMILY WEALTH, LLC

CRD#: 327332 / SEC#: 801-128585

RIA

Registered Investment Advisory firm - (8/18/2023 Approved)

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Contact information

Main Address

161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546

Mailing Address

Phone number

(281) 482-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TEXAS FAMILY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/26/2025)

Regulatory assets under management

Total Number of Accounts	975
AUM (Assets Under Management)	$ 228,789,532

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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Harris B. Hanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harris Brett Hanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

TEXAS FAMILY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2007

Series 63

Date: 8/18/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2006

Current Firm

TEXAS FAMILY WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEXAS FAMILY WEALTH, LLC

TRUST BUT VERIFY

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