Shawn
Harris

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5036042
Investment Advisor
in Lewisville, TX

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About this Advisor

Shawn Harris is a financial advisor who works out of Lewisville, Texas who has 9 years of industry experience. Harris currently works for Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Harris holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Texas. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 financial advisors. It oversees $31 billion in total assets between its 76,892 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 76,892 client accounts, 62% belong to high-net-worth clients who have greater than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on the type of services. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

2850 Lake Vista Drive, Suite 110 Lewisville Iac
Lewisville, TX 75067

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

TX Average: $7,464,549,021
Total Number of Employees

1,235

TX Average: 88
Total Number of Accounts

76,892

TX Average: 3,892
Average Account Size

$401,951

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Shawn Harris Work History

Shawn has been registered as a financial advisor for 9 years.*

2009 - Present (15 years)

Tiaa-Cref Individual & Institutional Services, LLC

2006 - Present (18 years)

Tiaa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shawn Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advice And Planning Services

Paul Bello
West Harrison, NY
Mark Martin
Pineville, NC
David Arndt
Lewisville, TX
Keval Amin
Charlotte, NC
Shawn Buys
Pittsburgh, PA
Timothy Tubbs
Knoxville, TN
Braden Danielson
Spokane, WA
Jeffrey Norton
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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