David Wayne Harris

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 08/2012 → 11/2023
  Lpl Financial, Llc
  Birmingham, AL
• 08/2012 → 11/2023
  Bridgeworth, Llc Dba Bridgeworth Wealth Management
  Birmingham, AL
• 12/2023 → 11/2024
  Savant Wealth Management
  Rockford, IL
• 11/2024 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2012-08-09 → 2024-03-19
  Bridgeworth Wealth Management
  Birmingham, AL
  Birmingham, AL
• 2000-04-19 → 2012-08-20
  Osaic Fa, Inc.
  Birmingham, AL
  Birmingham, AL

Other Businesses

Home purchase in 2015 - Investment Related - Santa Rosa Beach, FL 32459 - Real Estate Rental - 2 Hours Per Month/0 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-06-20

Designations

• Certified Financial Planner

Other Names

• Wayne Harris