Heath
Harris
Oliver Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Heath Harris is a financial advisor working out of Boca Raton, Florida with 2 years of relevant experience. Harris is an advisor for Oliver Wealth Management. Throughout their career, Harris has worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc, Gunpowder Capital Management, LLC Dba Oliver Wealth Management, Hayden Royal, LLC and Merrill Lynch, Pierce, Fenner & Smith Inc. Harris holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Maryland. Oliver Wealth Management is a registered investment business operating out of Boca Raton, FL. It has offices in two locations and a total of six people on staff. It administers $248 million in assets among its 1,490 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,490 accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets. Oliver Wealth Management has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Oliver Wealth Management likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Oliver Wealth Management Brokerage Details
$248,115,881
6
1,490
$166,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Heath Harris Work History
Heath has been registered as a financial advisor for 2 years.*
Gunpowder Capital Management, LLC Dba Oliver Wealth Management
Hayden Royal, LLC
Citigroup Global Markets Inc
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Heath 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 Oliver Wealth Management
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Saint Louis, MO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
