Antwone Harris
Investment adviser representative at Osaic Advisory Services, LLC
21 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$15.5BFirm 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
- Seminars and workshops
Experience
21 years in the industry.
- Osaic Advisory Services, LLCSep 2017 to now
- Triad Hybrid Solutions, LLCSep 2017 to now
- Charles Schwab & Co., Inc.Apr 2005 to Aug 2017
- Charles Schwab BankApr 2005 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 10 states (CA, DC, FL, GA, MD, NC, NJ, PA, VA, WA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 4642598
- Firm CRD
- 171070