Paul Cooper Harris
Investment adviser representative at Client 1st Advisory Group
25 yearsExperience
1 stateRegistered in
$511.5MFirm assets
13 yearsFirm in business
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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
Experience
25 years in the industry.
- Client 1st Advisory GroupOct 2025 to now
- Cetera Investment Advisers LLCAug 2022 to Jul 2025
- Cetera Investment Services LLCAug 2022 to Jul 2025
- Hancock Whitney BankJan 2021 to Jul 2025
- Hancock Whitney Investment Services, Inc.Jan 2021 to Aug 2022
- Cetera Investment Advisers LLCFeb 2014 to Jan 2021
- Cetera Investment Services LLCFeb 2014 to Jan 2021
- Regions BankOct 2001 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MS).
Client 1st Advisory Group
Legal name: Client 1st Advisory Group LLC
$511.5MAssets managed
353Clients
7Advisers
13 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
- 4059519
- Firm CRD
- 167790