Benjamin Harris
Professional Summary
Benjamin Harris, who also goes by Benjamin Harris, Ben D Harris, Benjamin Dale Harris, is a registered financial advisor currently at PURPOSEPATH CAPITAL, LLC located in O'fallon, Missouri. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Benjamin has worked at 7 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Benjamin Harris, Ben D Harris, Benjamin Dale Harris
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Videos & Posts
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Contact Information
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CORNERSTONE WEALTH MANAGEMENT, LLC
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
PURPOSEPATH CAPITAL, LLC
Contact Information
Main Address
105 N 36th Street, Quincy, IL 62301Phone Number
(888) 507-8158# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
360AUM (Assets Under Management)
$62,998,932Similar Advisors
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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.
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State Registrations and Notice Filings
(4/1/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2019About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Harris's CRS (Customer Relationship Summary).
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