William Martin Harris
Investment adviser representative at Wh Cornerstone Investments Inc.
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$200MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Wh Cornerstone Investments, LLCSep 1998 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Wh Cornerstone Investments Inc.
$200MAssets managed
148Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2737148
- Firm CRD
- 119725