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Ward Lee Harris

PRICE CAPITAL MANAGEMENT, INC.·GULF BREEZE, Florida
Series 65Clean record21 years registeredPRICE CAPITAL MANAGEMENT, INC.
85 CHANTECLAIRE CIRCLE, GULF BREEZE, FL 32561CRD# 4896358Firm CRD# 157871

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ward Lee Harris · GULF BREEZE, FL
Registration
CRD #4896358 · PRICE CAPITAL MANAGEMENT, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PRICE CAPITAL MANAGEMENT, INC.
PRICE CAPITAL MANAGEMENT, INC.
Mar 2014 – Nov 2024
GULF BREEZE, FL
LEE HARRIS CAPITAL MANAGEMENT INC
Feb 2005 – Dec 2013
GULF BREEZE, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 16, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRICE CAPITAL MANAGEMENT, INC.
CRD 157871 · SEC 801-73195
AUM
$523M
Regulatory assets under management
Employees
4
5 client accounts
Services offered by PRICE CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at PRICE CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Ward Lee Harris offer?
Ward Lee Harris specializes in Investment Management, Retirement Planning.
What are Ward Lee Harris's credentials?
Ward Lee Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ward Lee Harris located?
Ward Lee Harris is based in GULF BREEZE, Florida, last registered with PRICE CAPITAL MANAGEMENT, INC..
How does Ward Lee Harris charge for services?
Ward Lee Harris's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRICE CAPITAL MANAGEMENT, INC.?
PRICE CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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