AH
CFP
AH
CFP

Antwone M Harris

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
342 advisors
Number of Clients
28,410 clients
Average Client Portfolio
$439K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:None
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Location

1200 G. St NW, Suite 844, Washington, DC, 20005

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Antwone is the CEO of Platinum Bridge Wealth Strategies, selling books and digital products related to retirement planning, dedicating a few hours per week. He is also the founder of The New Greenwood Ave, providing investment education, also dedicating a few hours per week.

Employment History
Current Registrations
Osaic Advisory Services, LLC
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2005 - August 2017 · 12 yrs
Charles Schwab & CO., INC.Broker
April 2005 - August 2017 · 12 yrs 4 mos
AXA Advisors, LLC
June 2003 - April 2005 · 1 yr 10 mos
AXA Advisors, LLCBroker
April 2003 - April 2005 · 2 yrs
State Registrations10 states
CADCFLGAMDNCNJPAVAWA
Advisor
Exams
No exam information available for this advisor.
Antwone M Harris - Financial Advisor | TrueAdvisor