Nathan
Harris

Ally Invest Advisors

CRD#7024248
Investment Advisor
in Kansas City, MO

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About this Advisor

Nathan Harris is a financial advisor working in Kansas City, Missouri with 2 years of relevant experience. Harris is an employee of Ally Invest Advisors. Throughout their career, they have worked at Edward Jones, Dst, Mimi'S Lost Treasures LLC, Temple Congregation B'Nai Jehudah, Exceeding Education, Ally Invest Securities LLC and Ally Invest Advisors. Harris maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Ally Invest Advisors is a financial advisory firm operating out of Charlotte, NC. The company has offices in three locations and a total of 14 people on staff. It controls $987 million in assets under management across its 80,983 client accounts, placing it among the larger firms in the United States by assets under management. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on which services the firm provides the client. Fees charged by Ally Invest Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Kansas City, MO

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Ally Invest Advisors Brokerage Details

Total Assets Under Management

$986,653,558

MO Average: $3,625,019,099
Total Number of Employees

14

MO Average: 22
Total Number of Accounts

80,983

MO Average: 1,917
Average Account Size

$12,183

MO Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Nathan Harris Work History

Nathan has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Ally Invest Securities LLC

2022 - Present (2 years)

Ally Invest Advisors

2021 - 2022 (1 year)

Ally Invest Securities LLC

2021 - 2022 (1 year)

Ally Invest Advisors

2018 - 2021 (3 years)

Edward Jones

2014 - 2015 (1 year)

Mimi'S Lost Treasures LLC

2012 - 2018 (6 years)

Dst

2012 - 2021 (9 years)

Temple Congregation B'Nai Jehudah

2011 - 2014 (3 years)

Exceeding Education

*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 Nathan 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 Ally Invest Advisors

Zachary Gibson
Charlotte, NC
Derek Petrella
Charlotte, NC
Daniel Storment
Charlotte, NC
Zoey Dangol
Winter Garden, FL
Elizabeth Freedlund
Calabasas, CA
Robert Mcadams
Charlotte, NC
Shane Robertson
Charlotte, NC
Sammy Santacruz
Charlotte, NC

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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