Scott
Harris
Brokers International Financial Services, LLC
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About this Advisor
Scott Harris is a certified financial planner operating in Urbandale, Iowa with a total of 11 years of relevant experience. Harris works at Brokers International Financial Services, LLC. Their career trajectory has included roles at Money Advisors Group, Inc, Scott S. Harris, Financial Services Inc and Brokers International Financial Services LLC. Harris holds a Series 63 license, which qualifies them as a securities representative, and can serve investors in Florida. Brokers International Financial Services, LLC is an advisory business based in Urbandale, IA. It has offices in 120 locations and a total of 224 people on staff. It has $1 billion in assets between its 9,114 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 10 charitable organizations. Of its 9,114 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a number of services, including portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically are based on which service is offered. Fee types billed by Brokers International Financial Services, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Scott Harris Work History
Scott has been registered as a financial advisor for 11 years.*
Brokers International Financial Services LLC
Money Advisors Group, Inc
Scott S. Harris, Financial Services 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 Scott Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
