Stephanie Allison Harris
Investment adviser representative at S Harris Financial Group, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$404.4MFirm 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
- Pension consulting
Experience
22 years in the industry.
- S Harris Financial Group, LLCJan 2010 to now
- Raymond James Financial Services Advisors, Inc.Sep 2020 to Sep 2024
- Harris Martin Financial, LLCFeb 2010 to Jun 2017
- Raymond James Financial Services, IncApr 2002 to Sep 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
S Harris Financial Group, LLC
$404.4MAssets managed
247Clients
6Advisers
1 yearIn 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
- 4534069
- Firm CRD
- 151899