Curtis
Harris

Cambridge Investment Research Advisors, Inc

CRD#2628896
Investment Advisor
in Dallas, TX
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About this Advisor

Curtis Harris is a certified financial planner in Dallas, Texas. Currently a registered financial advisor with Cambridge Investment Research Advisors, Inc, they have accrued 10 years of work experience in the financial advisory industry. Harris holds a Series 63 license, certifying them as a securities representative. Harris can operate in Texas. Over the course of their career, they have held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Dallas, Texas, and operates out of 1,728 additional brick-and-mortar locations throughout the United States. In total, Cambridge Investment Research Advisors, Inc oversees $40 billion in assets throughout 225,374 accounts and retains more than 2,672 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 196,087 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Cambridge Investment Research Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

15770 Dallas Pkwy, Ste 910
Dallas, TX 75248

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

TX Average: $9,259,360,772
Total Number of Employees

2,857

TX Average: 166
Total Number of Accounts

276,236

TX Average: 7,189
Average Account Size

$160,469

TX Average: $1,287,990

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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
  • Market timing services
  • Educational seminars/workshops

Curtis Harris Work History

Curtis has 10 years of experience.

2008 - Present (11 years)

Cambridge Investment Research, Inc

2008 - Present (11 years)

Cambridge Investment Research Advisors, Inc

Disclosures

Curtis Harris has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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