PH
PH

Philip Montier Harris

35 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$3.5B average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$250K
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Location

1800 Jfk Boulevard, Suite 300, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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
January 2005 - Present · 21 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - December 2024 · 4 mos
Triad Advisors LLCBroker
September 2015 - August 2024 · 8 yrs 11 mos
First Allied Securities, INC.Broker
October 2013 - September 2015 · 1 yr 11 mos
Benefits Plus Advisory Services, LLC
May 2001 - June 2003 · 2 yrs 1 mo
Fsc Securities Corporation
July 1995 - October 2013 · 18 yrs 3 mos
Fsc Securities CorporationBroker
June 1995 - October 2013 · 18 yrs 4 mos
Independent Financial GroupBroker
July 1992 - June 1995 · 2 yrs 11 mos
Pruco Securities CorporationBroker
April 1991 - May 1992 · 1 yr 1 mo
The Prudential Insurance Company of AmericaBroker
April 1991 - May 1992 · 1 yr 1 mo
Financial Equities Resources, INC.Broker
March 1990 - March 1991 · 1 yr
Bailey, Martin & Appel, INC.Broker
November 1989 - March 1990 · 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.