Tomolyn Harris (CRD# 1848524) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Crofton, MD and has over 25 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Baltimore, MD | Mar 1999 - Current | 25 |
| Financial Directions LLP | Baltimore, MD | Jan 1998 - Mar 2022 | 24 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- MD
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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