John
Harris
Concurrent Investment Advisors, LLC
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About this Advisor
John Harris is a financial advisor based in Norman, Oklahoma, working with Concurrent Investment Advisors, LLC. John has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Concurrent Investment Advisors Dba Heartland Wealth Management, and Purshe Kaplan Sterling Investments. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, John is part of Concurrent Investment Advisors, LLC, which operates out of Norman, Oklahoma. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concurrent Investment Advisors, LLC Brokerage Details
$6,256,967,921
123
18,097
$345,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Harris Work History
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors Dba Heartland Wealth Management
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of John 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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