Unclaimed Profile

David Wayne Harris

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record26 years registeredBRIDGEWORTH, LLC

101 25TH STREET NORTH, BIRMINGHAM, AL 35203CRD# 1937707Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Wayne Harris · BIRMINGHAM, AL

Registration

CRD #1937707 · BRIDGEWORTH, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Dec 2023 – present

BRIDGEWORTH WEALTH MANAGEMENT

Aug 2012 – Mar 2024

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Apr 2000 – Aug 2012

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · April 19, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEWORTH, LLC

CRD 164100 · SEC 801-76956

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BRIDGEWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGEWORTH, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Wayne Harris offer?

David Wayne Harris specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are David Wayne Harris's credentials?

David Wayne Harris holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Wayne Harris located?

David Wayne Harris is based in BIRMINGHAM, Alabama, working with BRIDGEWORTH, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does David Wayne Harris charge for services?

David Wayne Harris's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWORTH, LLC?

BRIDGEWORTH, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →