Antwone
Harris
Osaic Advisory Services, LLC
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About this Advisor
Antwone Harris is a financial advisor based in Washington, District of Columbia, working with Osaic Advisory Services, LLC. Antwone has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, and Triad Hybrid Solutions, LLC. Antwone has passed the Series 66 regulatory exam and is registered to provide services in California, District of Columbia, Florida, Georgia, Maryland, New Jersey, North Carolina, Pennsylvania, and Virginia. Currently, Antwone is part of Osaic Advisory Services, LLC, which operates out of Washington, District of Columbia. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 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 institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
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
Antwone Harris Work History
Triad Hybrid Solutions, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Disclosures
Please visit the SEC profile of Antwone 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 Osaic Advisory Services, LLC
Allentown, PA
Allentown, PA
Atlanta, GA
Atlanta, GA
Knoxville, TN
Atlanta, GA
Houston, TX
Keller, TX
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