Mary
Harris
Quadcap Wealth Management, LLC
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About this Advisor
Mary Harris is a financial advisor based in Frisco, Texas with 6 years of industry experience. Harris is currently employed by Quadcap Wealth Management, LLC. The advisor has gained experience at Compass Bank, Bbva Securities Inc, Bbva Wealth Solutions Inc, Triad Advisors, Inc, Fullcircle Wealth, Stephen Cook, Quadcap Wealth Management, LLC and Quadcap. Harris has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Quadcap Wealth Management, LLC is a business based in Frisco, TX. It controls $639 million in assets between its 1,485 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,485 customer accounts, 60% are held by high-net-worth investors who have at least $1 million in assets available to invest. Quadcap Wealth Management, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the services offered. However, fee types billed by Quadcap Wealth Management, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quadcap Wealth Management, LLC Brokerage Details
$638,622,955
12
1,485
$430,049
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mary Harris Work History
Mary has been registered as a financial advisor for 6 years.*
Quadcap Wealth Management, LLC
Quadcap
Triad Advisors, Inc
Stephen Cook
Fullcircle Wealth
Compass Bank
Bbva Securities Inc
Bbva Wealth Solutions Inc
*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 Mary 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 Quadcap Wealth Management, LLC
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
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