Harris Stone Pugh
Investment adviser representative at Advice and Planning Services
10 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Harris Stone Pugh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- Fisher InvestmentsSep 2025 to Feb 2026
- UnemployedMay 2025 to Aug 2025
- Florida Financial Advisors LLC dba Texas Financial AdvisorsJan 2025 to May 2025
- UnemployedMay 2024 to Dec 2024
- Gulf Sales & Supply, Inc.May 2023 to Aug 2023
- M&m Construction MaterialsMay 2022 to Aug 2022
- M&m Construction MaterialsJun 2021 to Aug 2021
- University of AlabamaAug 2020 to May 2024
- UnemployedJun 2020 to Jul 2020
- Ums-wright Preparatory SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 8028088
- Firm CRD
- 20472