Andrew W. Harris

TRUVIZE FINANCIAL PLANNING

El Paso, TX 79936

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CRD#: 5678270

Professional summary

Andrew Wayne Harris, AIF®, who also goes by Drew Harris, is a registered financial advisor currently at TRUVIZE FINANCIAL PLANNING located in El Paso, Texas.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew 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.

02/2017 - Non-Variable Insurance - Andrew Harris TRUVIZE INSURANCE PLANNING - 15% - INVESTMENT RELATED - EL PASO, TX 79901 owns a percentage of Glide Scooter Sharing, Inc. This business is no longer operational and in the process of liquidating its assets to be shut down. Approximately one hour a week is spent on this other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Wayne 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 29, 2024 - Present

TRUVIZE FINANCIAL PLANNING

Office #1: 11323 Rojas Dr Ste A3, El Paso, TX 79936

RIA

CRD#: 15296

EL PASO, TX

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
(8/29/2024)

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 65

Date: 8/14/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/17/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRUVIZE FINANCIAL PLANNING

TRUVIZE FINANCIAL PLANNING | TRUVIZE FINANCIAL PLANNING LLC

CRD#: 331821 / SEC#:

Texas

Registered Investment Advisory firm - (8/29/2024 Approved)

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Contact information

Main Address

11323 Rojas Dr Ste A3, El Paso, TX 79936

Mailing Address

Phone number

(915) 502-0096

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	113
AUM (Assets Under Management)	$ 18,812,590

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Andrew W. Harris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Wayne Harris's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2009

Series 63

Date: 7/29/2009

SIE

Date: 10/1/2018

Series 6

Date: 7/17/2009

Current Firm

TRUVIZE FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUVIZE FINANCIAL PLANNING

TRUST BUT VERIFY

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