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Brian Harris

STRADA FINANCIAL GROUP LLC·FAIRVIEW, Oregon
SIE, Series 7, Series 66CFPPFSClean record10 years registeredSTRADA FINANCIAL GROUP LLC
1510 NE VILLAGE ST, FAIRVIEW, OR 97024CRD# 6477416Firm CRD# 316987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Harris · FAIRVIEW, OR
Registration
CRD #6477416 · STRADA FINANCIAL GROUP LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

STRADA FINANCIAL GROUP LLC
Aug 2022 – present
AVANTAX ADVISORY SERVICES
Sep 2015 – Aug 2022
FAIRVIEW, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 3, 2015
Years registered · 10
Professional designations · CFP, PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRADA FINANCIAL GROUP LLC
CRD 316987 · SEC 801-129391
AUM
$100M
Regulatory assets under management
Employees
4
425 client accounts
Services offered by STRADA FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRADA FINANCIAL GROUP LLC →
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05

Frequently Asked Questions

What services does Brian Harris offer?
Brian Harris specializes in Financial Planning, Investment Management. Contact their office in FAIRVIEW, Oregon for a consultation.
What are Brian Harris's credentials?
Brian Harris holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brian Harris located?
Brian Harris is based in FAIRVIEW, Oregon, working with STRADA FINANCIAL GROUP LLC. Their office serves clients in the FAIRVIEW metropolitan area and surrounding communities.
How does Brian Harris charge for services?
Brian Harris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRADA FINANCIAL GROUP LLC?
STRADA FINANCIAL GROUP LLC has approximately 4 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRADA FINANCIAL GROUP LLC

Nathan Harris
FAIRVIEW, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
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Research
Advisor Fees in OregonNational Fee Analysis
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