Catherine Harris (CRD# 4692680) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 19 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | The Villages, FL | Jun 2017 - Current | 6 |
| Blueprint Wealth Management LLC | The Villages, FL | Nov 2016 - Jun 2017 | < 1 |
| Parady Financial | The Villages, FL | Jul 2015 - Jun 2017 | 1 |
| Parady Investments, LLC | The Villages, FL | Jan 2016 - Oct 2016 | < 1 |
| Ameriprise Financial Services Inc. | Burlington, NC | Jan 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- FL
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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