Unclaimed Profile

Alissa L Harris

ICA GROUP WEALTH MANAGEMENT, LLC·DENVER, Colorado

SIE, Series 7, Series 63, Series 65Clean record18 years registeredICA GROUP WEALTH MANAGEMENT, LLC

2000 S. COLORADO BLVD,, DENVER, CO 80222CRD# 5216850Firm CRD# 311419

Profile Verification

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

Identity

Alissa L Harris · DENVER, CO

Registration

CRD #5216850 · ICA GROUP WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2024 – present

LPL FINANCIAL LLC

Nov 2017 – present

ICA GROUP WEALTH MANAGEMENT, LLC

Feb 2022 – Jul 2024

Fort Morgan, CO

INVESTMENT CENTERS OF AMERICA, INC.

Jan 2010 – Dec 2017

FORT MORGAN, CO

AMERICAN INVESTMENT SERVICES

Feb 2008 – Apr 2010

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 13, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ICA GROUP WEALTH MANAGEMENT, LLC

CRD 311419 · SEC 801-120855

AUM

$1.2B

Regulatory assets under management

Employees

6,308 client accounts

Services offered by ICA GROUP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ICA GROUP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Alissa L Harris offer?

Alissa L Harris specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Alissa L Harris's credentials?

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

Where is Alissa L Harris located?

Alissa L Harris is based in DENVER, Colorado, working with ICA GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Alissa L Harris charge for services?

Alissa L 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 ICA GROUP WEALTH MANAGEMENT, LLC?

ICA GROUP WEALTH MANAGEMENT, LLC has approximately 45 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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