Stephanie Allison Harris

Employer firm

S Harris Financial Group, LLC CRD 151899

$404M regulatory AUM 9 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2002 → 09/2024
  Raymond James Financial Services, Inc
  San Antonio, TX
• 02/2010 → 06/2017
  Harris Martin Financial, Llc
  San Antonio, TX
• 09/2020 → 09/2024
  Raymond James Financial Services Advisors, Inc.
  San Antonio, TX
• 02/2010 → Present
  S Harris Financial Group, Llc
  San Antonio, TX

Previous Registrations

• 2020-09-11 → 2024-10-15
  Raymond James Financial Services Advisors, Inc
  San Antonio, TX
• 2003-02-26 → 2010-02-24
  Padgett Financial Services, Llc
  San Antonio, TX

Other Businesses

(1) Harris Blessings LLC; 212 Bentley Manor, Shavano Park, TX, 78249, United States; Managing Member; Partner; Investment Related- Yes; 03/15/2024; 0-1 Hours per month; 0-1 Hours per month during trading hours; General Management; (2) Harris Hullabaloo; 212 Bentley Manor, Shavano Park, TX, 78249, United States; Rental Real Estate; Member; Investment Related- Yes; 08/26/2022; 0-1 Hours per month; 0-1 Hours per month during trading hours; Property Management; (3) Just Piddlin' LLC; 212 Bentley Manor, Shavano Park, TX, 78249, United States; Personal/Private Property; Managing Member; Investment Related- No; 03/26/2021; 0-1 Hours per month; 0-1 Hours per month during trading hours; General Management; (4) S Harris Ventures, LLC; 4456 Lockhill Selma Rd Ste 101, San Antonio, TX, 78249, United States; Rental Real Estate; Member; Investment Related- Yes; 08/19/2014; 2-10 Hours per month; 2-10 Hours per month during trading hours; General Management (5) S Harris Financial Group, LLC Address: 4456 Lockhill Selma Road, Ste 101, San Antonio, TX, 78249, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/30/2002 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consult with clients on insurance needs, place products upon request

Exams

• S66 Uniform Combined State Law Examination
  2002-06-13

Designations

• Certified Financial Planner

Other Names

• Stephanie Allison Parker