Harish Kumar (CRD# 7241216) is an Investment Advisor Representative working at Lpl Financial LLC in Fairfield, CA and has over 2 years of experience in the finance industry.
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1073218
Cetera Investment Advisers LLC
CRD# 1863503
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Fairfield, CA | Mar 2024 - Current | < 1 |
| Travis Credit Union | Fairfield, CA | Mar 2024 - Current | < 1 |
| Bank Of America, N.a. | Oakland, CA | Jun 2020 - Mar 2024 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland, CA | Mar 2020 - Mar 2024 | 4 |
| Bank Of America | El Cerrito, CA | Mar 2018 - Mar 2020 | 2 |
| Unemployed | Richmond, CA | Dec 2017 - Mar 2018 | < 1 |
| Safeamerica Credit Union | Pleasanton, CA | Mar 2015 - Dec 2017 | 2 |
| 1st United Services Credit Union | Pleasanton, CA | Oct 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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