Andrew Wayne Harris

Employer firm

Truvize Financial Planning CRD 331821

$43.6M regulatory AUM 41 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2014 → 10/2016
  Investors Capital Corp
  El Paso, TX
• 10/2016 → 03/2017
  Cetera Advisors Llc
  El Paso, TX
• 03/2017 → 12/2019
  Securities America, Inc.
  El Paso, TX
• 12/2019 → 08/2024
  Lpl Financial, Llc
  El Paso, TX
• 04/2024 → Present
  Truvize Financial Planning Llc
  El Paso, TX

Previous Registrations

• 2019-12-13 → 2024-08-22
  Lpl Financial Llc
  El Paso, TX
  Chula Vista, CA
  El Paso, TX
• 2017-03-03 → 2019-12-16
  Securities America Advisors, Inc.
  El Paso, TX
• 2016-10-03 → 2017-03-09
  Cetera Advisors Llc
  El Paso, TX
• 2014-01-23 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  El Paso, TX
  Lynnfield, MA
  Gilford, NH
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
• 2012-01-26 → 2014-02-17
  Principal Securities, Inc.
  El Paso, TX
• 2009-08-25 → 2010-08-24
  Securian Financial Services, Inc.
  El Paso, TX

Other Businesses

02/2017 - Non-Variable Insurance - Andrew Harris TRUVIZE INSURANCE PLANNING - 15% - INVESTMENT RELATED - EL PASO, TX 79901 owns a percentage of Glide Scooter Sharing, Inc. This business is no longer operational and in the process of liquidating its assets to be shut down. Approximately one hour a week is spent on this other business activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-14
• S63 Uniform Securities Agent State Law Examination
  2009-07-29

Other Names

• Drew Harris