William Harris
Investment adviser representative at Goldstone Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
11 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 assetsHourly
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.
- Goldstone Financial Group, LLCMay 2026 to now
- UnemployedFeb 2026 to May 2026
- Phaidon InternationalJul 2025 to Feb 2026
- Auto-owner's InsuranceMay 2024 to Aug 2024
- Lou & Harry's Bar and GrillJan 2024 to Jul 2025
- Donn Palms IncJan 2024 to May 2025
- Full Time StudentJun 2016 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Goldstone Financial Group, LLC
$1.1BAssets managed
1,675Clients
16Advisers
11 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
- 8313428
- Firm CRD
- 222520