Loretta
Harris
Highpoint Planning Partners
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About this Advisor
Loretta Harris is a financial advisor who works in Downers Grove, Illinois with 2 years of relevant experience. Harris is currently employed by Highpoint Planning Partners. Their career trajectory has included roles at Cbiii Designs, Cb3 Financial Group, Onpath Financial, LLC, Lpl Financial LLC and Highpoint Advisor Group, LLC. Harris maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Highpoint Planning Partners is a business operating out of Downers Grove, IL. The firm has offices in 66 locations and a total of 104 advisors. It has $3 billion in total assets among its 7,877 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 7,877 customer accounts, 32% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Highpoint Planning Partners offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Highpoint Planning Partners most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highpoint Planning Partners Brokerage Details
$2,569,000,000
104
7,877
$326,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Loretta Harris Work History
Loretta has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Onpath Financial, LLC
Highpoint Advisor Group, LLC
Cbiii Designs
Cb3 Financial Group
*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 Loretta 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 Highpoint Planning Partners
Downers Grove, IL
Downers Grove, IL
Des Plaines, IL
Downers Grove, IL
Downers Grove, IL
Batavia, IL
Chicago, IL
Downers Grove, IL
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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