Haris
Kopic
Tolleson Private Wealth Management
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About this Advisor
Haris Kopic is a financial advisor based in Dallas, Texas, working with Tolleson Private Wealth Management. Haris has previously held positions at Lpl Financial LLC, Wealth Enhancement Brokerage Services, Wealth Enhancement Group, Wealth Enhancement Advisory Services, Accredited Investors Wealth Management, Mariner Wealth Advisors, and Tolleson Private Wealth Management, Lp. Haris has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Haris is part of Tolleson Private Wealth Management, which operates out of Dallas, Texas. The firm has 1 office and 116 employees. The firm manages assets totaling $8.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Tolleson Private Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tolleson Private Wealth Management Brokerage Details
$8,223,468,897
116
4,038
$2,036,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Haris Kopic Work History
Tolleson Private Wealth Management, Lp
Mariner Wealth Advisors
Accredited Investors Wealth Management
Wealth Enhancement Advisory Services
Lpl Financial LLC
Wealth Enhancement Brokerage Services
Wealth Enhancement Group
Disclosures
Please visit the SEC profile of Haris Kopic 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 Tolleson Private Wealth Management
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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