Gary A. Harris
H&M Financial Group, LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Managing Partner and Advisor
Offering advice since: 1999
Areas of expertise:
- Annuities
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Gary A. Harris:
I have lived in North Raleigh and the Bayleaf area for over 20yrs now.
I have been planning and advising clients now for over 10 years in retirement plans, estate planning and general wealth management.
Compensation and Fee Structures:
some commission fees for brokerage acct... Asset management fees.
Licenses, Certifications & Affiliations:
aams certification, licenses 7, 63,24
Education:
Not specified
Will provide references upon request?
Yes
Further information about H&M Financial Group, LLC:
(Size of firm: 0-9 advisors)
We are served by the largest independent broker/dealer firms in the USA. Our DBA is H&M; Financial Group, LLC is a partnership serving our clients for all their financial needs.
Contact Information for Gary A. Harris
Phone: (919) 870-1818
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Fax: (919) 870-1812
Address for Gary A. Harris:
8309 Six Fork Road
Suite 107
Raleigh, NC, 27615
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