Philip Harris
Philip Harris is a registered investment advisor at Financial Integrity Advisors, LLC, based in Philadelphia, PA, with 36 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FIA charges up to 1% annually of the value of your portfolio for investment management. This fee is negotiable, and accounts within the same household may be combined for a reduced fee. The fee is billed monthly in advance based on the average daily balance of the account for the previous month.
Location
1800 Jfk Boulevard, Suite 300, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is the CEO & CCO of Financial Integrity Advisors, LLC, providing pension and investment advisory services, and spends about half his time on business development and compliance supervision. He is also the President & CEO of Financial Integrity Resources Management, LLC, providing financial, benefits, and actuarial consulting, and also offers insurance products as an independent agent, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Financial Integrity Advisors, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
First Allied Securities, INC.Broker
Benefits Plus Advisory Services, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Independent Financial GroupBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Financial Equities Resources, INC.Broker
Bailey, Martin & Appel, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.