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Andrew Wayne Harris

Truvize Financial Planning

El Paso, TX

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Current Employers
Truvize Financial Planning

11323 Rojas Dr Ste A3, El Paso, TX 79936 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-29
  • TX RA
    APPROVED
    Since 2024-08-29

Branch Locations

11323 Rojas Dr Ste A3, El Paso, TX 79936 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investors Capital Corp El Paso TX 01/2014 10/2016
Cetera Advisors Llc El Paso TX 10/2016 03/2017
Securities America, Inc. El Paso TX 03/2017 12/2019
Lpl Financial, Llc El Paso TX 12/2019 08/2024
Truvize Financial Planning Llc El Paso TX 04/2024 Present
  • 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
    El Paso, TX
  • 04/2024 → Present
    Truvize Financial Planning Llc
    El Paso, TX
Previous Registrations
  • 2019-12-13 → 2024-08-22
    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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-14
S63 Uniform Securities Agent State Law Examination 2009-07-29
  • S65 Uniform Investment Adviser Law Examination
    2009-08-14
  • S63 Uniform Securities Agent State Law Examination
    2009-07-29
Other Names
  • Drew Harris

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