Daniel P King
Investment adviser representative at S Harris Financial Group, LLC
8 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
8 years in the industry.
- S Harris Financial Group, LLCMay 2023 to now
- Raymond James Financial Services Advisors, Inc.May 2023 to Oct 2024
- Raymond James Financial Services, Inc.May 2023 to Oct 2024
- Indian Z Stone Ranch, LLC.Feb 2022 to May 2023
- Rolling Plains Quail Research FdtnNov 2018 to Feb 2022
- Lowes Home ImprovementAug 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7733665
- Firm CRD
- 151899