Toby
Harris
Eq Wealth Advisors
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About this Advisor
Toby Harris is a financial advisor working out of Dallas, Texas who has 1 year of industry experience. Harris works at Eq Wealth Advisors. During their career, the advisor has held roles at First Allied Securities, Inc, First Allied Advisory Services, Inc, Commonwealth Financial Network, Purshe Kaplan Sterling Investments and Eq Wealth Advisors, LLC. Harris has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Eq Wealth Advisors is a business based out of Dallas, TX. It controls $130 million in total assets across its 504 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 504 client accounts, just 13% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which services are offered. Fee types charged by Eq Wealth Advisors can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eq Wealth Advisors Brokerage Details
$130,047,962
6
504
$258,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Toby Harris Work History
Toby has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments
Eq Wealth Advisors, LLC
Commonwealth Financial Network
First Allied Advisory Services, Inc
First Allied Securities, 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 Toby 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 Eq Wealth Advisors
Dallas, TX
Dallas, TX
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