Unclaimed Profile

Mary Graham Harris

HARRIS FINANCIAL ADVISORS INC·TORRANCE, California

Series 7, Series 24, Series 63, Series 65Clean record29 years registeredHARRIS FINANCIAL ADVISORS INC

25500 HAWTHORNE BLVD., TORRANCE, CA 90505CRD# 1431502Firm CRD# 107510

Profile Verification

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

Identity

Mary Graham Harris · TORRANCE, CA

Registration

CRD #1431502 · HARRIS FINANCIAL ADVISORS INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARRIS FINANCIAL ADVISORS INC

EP WEALTH ADVISORS

Dec 2020 – Oct 2025

TORRANCE, CA

HARRIS FINANCIAL ADVISORS, INC.

Feb 1997 – Nov 2020

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 24, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARRIS FINANCIAL ADVISORS INC

CRD 107510 · SEC 801-45480

AUM

$556M

Regulatory assets under management

Employees

1,230 client accounts

Services offered by HARRIS FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HARRIS FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Mary Graham Harris offer?

Mary Graham Harris specializes in Financial Planning, Investment Management.

What are Mary Graham Harris's credentials?

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

Where is Mary Graham Harris located?

Mary Graham Harris is based in TORRANCE, California, last registered with HARRIS FINANCIAL ADVISORS INC.

How does Mary Graham Harris charge for services?

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

How large is HARRIS FINANCIAL ADVISORS INC?

HARRIS FINANCIAL ADVISORS INC has approximately 15 employees and manages $556M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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