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Paula Sullivan Harris

WH CORNERSTONE INVESTMENTS INC.·DUXBURY, Massachusetts
Clean recordWH CORNERSTONE INVESTMENTS INC.
11 WASHINGTON STREET, DUXBURY, MA 02332CRD# 5523691Firm CRD# 119725

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paula Sullivan Harris · DUXBURY, MA
Registration
CRD #5523691 · WH CORNERSTONE INVESTMENTS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paula Sullivan Harris is a registered financial advisor based in DUXBURY, Massachusetts, affiliated with WH CORNERSTONE INVESTMENTS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
WH CORNERSTONE INVESTMENTS INC.
WH CORNERSTONE INVESTMENTS INC.
AUM
$160M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WH CORNERSTONE INVESTMENTS INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5523691
Firm CRD# 119725
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paula Sullivan Harris offer?
Paula Sullivan Harris specializes in Financial Planning, Investment Management. Contact their office in DUXBURY, Massachusetts for a consultation.
What are Paula Sullivan Harris's credentials?
Paula Sullivan Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Sullivan Harris located?
Paula Sullivan Harris is based in DUXBURY, Massachusetts, working with WH CORNERSTONE INVESTMENTS INC.. Their office serves clients in the DUXBURY metropolitan area and surrounding communities.
How does Paula Sullivan Harris charge for services?
Paula Sullivan 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 WH CORNERSTONE INVESTMENTS INC.?
WH CORNERSTONE INVESTMENTS INC. has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WH CORNERSTONE INVESTMENTS INC.

William Martin Harris
DUXBURY, MA

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Research
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