Philip Montier Harris

Employer firm

Financial Integrity Advisors, LLC CRD 130458

$3.96B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → Present
  Financial Integrity Resources Management, Llc
  Philiadelphia, PA
• 05/2003 → Present
  Financial Integrity Advisors, Llc.
  Philadelphia, PA
• 08/2015 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Baltimore, MD

Previous Registrations

• 1995-07-07 → 2013-10-16
  Fsc Securities Corporation
  New York, NY
  Bala Cynwyd, PA
  Philadelphia, PA
  Philadelphia, PA
  Baltimore, MD
  Philadelphia, PA
• 2001-05-04 → 2003-06-04
  Benefits Plus Advisory Services, Llc
  Philadelphia, PA

Other Businesses

1)FINANCIAL INTEGRITY ADVISORS,LLC;INVESTMENT RELATED;1800 JFK BLVD,SUITE 808,PHILADELPHIA,PA 19103;PENSION AND INVESTMENT ADVISORY SERVICES;CEO & CCO;3/2003;80 HRS/MONTH;3-4 HRS DURING TRADING;BUSINESS DEVELOPMENT AND COMPLIANCE SUPERVISION 2)FINANCIAL INTEGRITY RESOURCES MANAGEMENT,LLC;NOT INVESTMENT RELATED;1800 JFK BLVD,SUITE 808,PHILADELPHIA,PA 19103;FINANCIAL,BENEFITS AND ACTUARIAL CONSULTING;PRESIDENT & CEO;8/12/2002;80 HRS/MONTH;3-4 HRS DURING TRADING;BUSINESS DEVELOPMENT AND LEAD CONSULTANT 3)FINANCIAL INTEGRITY RESOURCES MANAGEMENT,LLC;NOT INVESTMENT RELATED;1800 JFK BLVD,SUITE 808,PHILADELPHIA,PA 19103;INSURANCE;PRESIDENT & CEO;8/2002;28 HRS/MONTH;1.5 HRS DURING TRADING;INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT AND SOLE PROPRIETOR

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-03
• S63 Uniform Securities Agent State Law Examination
  1989-10-12

Other Names

• Philip Montier Harris