Christian Mark Harris

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2019 → 07/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 08/2017 → 08/2019
  Young Life
  Colorado Springs, CO
• 06/2016 → 07/2017
  Zog Digital
  Phoenix, AZ
• 08/2020 → 03/2022
  Arizona State University
  Tempe, AZ
• 05/2021 → 08/2021
  Iht Wealth Management, Llc
  Chicago, IL
• 03/2022 → 12/2022
  Heritage Wealth Management, Llc
  Phoenix, AZ
• 12/2022 → Present
  Heritage Family Offices, Llp
  Phoenix, AZ
• 06/2024 → Present
  Iht Wealth Management
  Chicago, IL

Previous Registrations

• 2022-05-31 → 2024-03-05
  Heritage Wealth Management, Llc
  Phoenix, AZ
• 2023-02-03 → 2023-12-31
  Heritage Family Offices, Llp
  Scottsdale, AZ
• 2021-04-29 → 2022-02-28
  Iht Wealth Management Llc
  Chandler, AZ
  Chicago, IL
• 2020-06-17 → 2020-07-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-06-16

Designations

• Certified Financial Planner