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KH

Kevin A. Harris

INTERNATIONAL ASSETS ADVISORY
Orlando, FL 32801
Some features on this profile are disabled
CRD#: 7061906
KH

Professional summary

Kevin Andre Harris is a registered financial professional currently at INTERNATIONAL ASSETS ADVISORY, LLC located in Orlando, Florida and PRIMUS FINANCIAL SERVICES, LLC located in Orlando, Florida.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2019. Kevin has worked at 4 firms and has passed the Series 99TO, Series 7TO, SIE and Series 27 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Andre 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®
None

Experience

Current

July 1, 2025 - Present

INTERNATIONAL ASSETS ADVISORY, LLC

Office #1: 111 North Orange Avenue Suite 1000, Orlando, FL 32801
RIA
BD
CRD#: 10645
Orlando, FL
Current

August 19, 2025 - Present

PRIMUS FINANCIAL SERVICES, LLC

Office #1: 111 N. Orange Avenue Suite 1000, Orlando, FL 32801
BD
CRD#: 307060
Orlando, FL
Past

December 21, 2022 - June 24, 2025

TEMPLUM MARKETS LLC

BD
CRD#: 102840
NEW YORK, NY
Past

August 19, 2019 - December 16, 2022

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/1/2025)

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/16/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/24/2020
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/19/2019
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PF
PRIMUS FINANCIAL SERVICES, LLC
PRIMUS FINANCIAL SERVICES, LLC

CRD#: 307060 / SEC#: , 8-70491

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
Phone number
(407) 254-1510
Established
Florida since 01/01/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PECUNIA MANAGEMENT, LLCOWNER
COFRANCESCO, EDWARD RICHARDCEO2305035
HARRIS, KEVIN ANDREFINOP7061906
LAMPMAN, MATTHEW EDWARDPRESIDENT6132493
MOORE, ANN KATHERINECHIEF BUSINESS DEVELOPMENT OFFICER5535928
NICHOLSON, MYRA PEARLECHIEF LEGAL OFFICER, CHIEF RISK OFFICER2740029
WEINBERGER, DAVID SCHIEF FINANCIAL OFFICER, CHIEF REGULATORY OFFICER2676116
WEISS, RICHARD JAYCHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER2523174

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

PRIMUS FINANCIAL SERVICES, LLC

CRD#: 307060Orlando, FL 32801

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