Henry Harris

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 07/2003 → Present
  Henry Harris
  Plano, TX
• 11/2008 → Present
  Altland & Harris Financial Group, Inc
  Dallas, TX
• 02/2014 → 06/2022
  Avantax Investment Services, Inc.
  Plano, TX
• 02/2014 → 06/2022
  Avantax Advisory Services
  Plano, TX
• 05/2014 → Present
  Collin College
  Plano, TX
• 06/2022 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Previous Registrations

• 2014-02-27 → 2022-06-07
  Avantax Advisory Services
  Dallas, TX
  Plano, TX
• 2012-05-14 → 2013-12-31
  Sethi Tax And Wealth Advisors
  Dallas, TX
• 2009-04-30 → 2011-12-20
  Avantax Advisory Services
  Mckinney, TX

Other Businesses

1-AltLand and Harris Financial Group, INC. - Tax Preparation/Accounting -CPA and CEO -Start Date 07/07/2008-Total Hours per Month-140hrs - 120hrs During Securities Trading Hours 2-Instructor at Collin County Community College-Spring Creek Pkwy Plano TX 75024 -Teach Certified bookkeeping Course as Needed- Start Date 5/1/2014-12hrs per month - 0hrs During Securities Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-22
• S63 Uniform Securities Agent State Law Examination
  2000-08-05

Other Names

• Henry Harris