Unclaimed Profile

Wallace William Harris

STOKER OSTLER WEALTH ADVISORS, INC.·SCOTTSDALE, Arizona

STOKER OSTLER WEALTH ADVISORS, INC.

4900 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 5828561Firm CRD# 111320

Profile Verification

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

Identity

Wallace William Harris · SCOTTSDALE, AZ

Registration

CRD #5828561 · STOKER OSTLER WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Wallace William Harris is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with STOKER OSTLER WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

STOKER OSTLER WEALTH ADVISORS, INC.

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

AUM

$2.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STOKER OSTLER WEALTH ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5828561

Firm CRD# 111320

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wallace William Harris offer?

Wallace William Harris specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Wallace William Harris's credentials?

Wallace William Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wallace William Harris located?

Wallace William Harris is based in SCOTTSDALE, Arizona, working with STOKER OSTLER WEALTH ADVISORS, INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Wallace William Harris charge for services?

Wallace William Harris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STOKER OSTLER WEALTH ADVISORS, INC.?

STOKER OSTLER WEALTH ADVISORS, INC. has approximately 26 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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