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Paula Sullivan Harris

WH CORNERSTONE INVESTMENTS INC.·DUXBURY, Massachusetts
Series 65Clean record18 years registeredWH 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. · 18 years registered
Brand Profile
Not yet started
01

Career History

WH CORNERSTONE INVESTMENTS INC.
Jul 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 2, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WH CORNERSTONE INVESTMENTS INC.
CRD 119725 · SEC 801-117397
AUM
$160M
Regulatory assets under management
Employees
3
396 client accounts
Services offered by WH CORNERSTONE INVESTMENTS INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WH CORNERSTONE INVESTMENTS INC. →
Introduction

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05

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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