Chad
Harris

Planmember Securities Corporation

CRD#6323022
Investment Advisor
in Richardson, TX

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About this Advisor

Chad Harris is a financial advisor operating out of Richardson, Texas, with a total of 3 years of industry experience. Harris is an employee of Planmember Securities Corporation. Over the course of their career, they have held roles at Inspire Financial Group, Planmember Securities Corporation, Us Retirement Partners and Gokickball Dallas. Harris has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Planmember Securities Corporation is a financial advisory firm that has its headquarters in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 financial advisors. It manages $8 billion in assets under management among its 67,968 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 67,968 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Planmember Securities Corporation has a number 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, educational seminars and other services. Fees charged by financial advisors typically vary depending on the type of services. Fee types charged by Planmember Securities Corporation may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3513 Spectrum Blvd, Suite 200
Richardson, TX 75082

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

TX Average: $7,578,581,321
Total Number of Employees

459

TX Average: 43
Total Number of Accounts

67,968

TX Average: 3,727
Average Account Size

$110,789

TX Average: $2,033,427

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
  • Other

Chad Harris Work History

Chad has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Gokickball Dallas

2018 - Present (6 years)

Gokickball Dallas

2014 - Present (10 years)

Planmember Securities Corporation

2013 - Present (11 years)

Us Retirement Partners

2008 - Present (16 years)

Inspire 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 Chad 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 Planmember Securities Corporation

Texanna Stallwitz
Carpinteria, CA
John Italiano
Irvington, NY
Eric Busto
Farmingville, NY
Keeley Atterbury
Carlsbad, CA
Kyle Smith
Carpinteria, CA
Michael George
Carpinteria, CA
Benjamin Parker
Carpinteria, CA
Jeffrey Lovegren
Carpinteria, CA

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.

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