Paul Aubrey Harris

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 12/2003 → 10/2024
  Capital Cities Investments, Inc.
  Fort Myers, FL
• 04/2005 → 11/2023
  Triad Advisors, Llc
  Norcross, GA
• 11/2023 → 10/2024
  Silver Oak Securities, Inc
  Jackson, TN
• 10/2024 → Present
  Valmark Securities, Inc.
  Akron, OH
• 10/2024 → Present
  Valmark Advisors, Inc.
  Akron, OH

Previous Registrations

• 2004-01-26 → 2024-11-26
  Capital Cities Investments
  Indianapolis, IN
  Fort Myers, FL
• 2003-08-13 → 2004-10-27
  Mutual Service Corporation
  Fort Myers, FL

Other Businesses

1) Paul Harris Financials, Is Not Investment Related,"4560 Via Royale, Suite 4B, Fort Myers, FL, 33919-1076, United States", Book Selling/Writing,Author,2017-08-01,4 hours per month,0 hours per month during trading hours, No Compensation Compensation, "Promotion of books I've written, promote my business."/// 2) P&B Partnership, Is Investment Related,4560 Via Royale, Suite 4B, Fort Myers, FL, 33919,Office/Rental Building ,Partner,1999-01-01,2 hours per month,0 hours per month during trading hours, No Compensation Compensation, Building maintenance /// 3) Appointments with multiple carriers, Is Not Investment Related,4560 Via Royale, Suite 4B, Fort Myers, FL, 33919,Insurance ,Personal Producing General Agent,2002-05-01,40 hours per month,180 hours per month during trading hours, Commission Compensation, Compensation - selling life insurance products; Financial Advisor. 40+hours/month./// 4) FFR Group LLC-H & H Insurance LLC,Is Not Investment Related,"514 Fullerton Ave, , Whitehall, PA, 18052, United States", Insurance, partner/producer,7/1/2024,2 hours per month,0 hours per month during trading hours, Commission Compensation, agent/// 5) Ph Financial Advisors ; Paul A. Harris, Inc.; ,Is Investment Related,"4560 Via Royale STE 4B, , Fort Myers, FL, 33919, United States", Investment/Insurance, Owner/President,5/21/2024,40 hours per month,182 hours per month during trading hours, Other Compensation./// 6) Agent; H & H Insurance Service; 514 Fullerton Ave. Whitehall, PA 18052; insurance sales; partner/producer; start 07/2024; investment related; 1-5 hours/ month; partnership to receive overrides./// 7) SouthWest Florida Association of Health Underwriters, Inc.; 4560 Via Royale, Suite 4B, Fort Myers, FL 33919; Association of insurance and benefit providers; Treasurer; Receipt and deposit and check writing abilities, Following budget; Not Investment Related; Start Date 07/01/2025; Approximately 1-5 hrs. per month; No Compensation./// 8.) 1975 Fort Myers High School 50th Reunion Committee; 4560 Via Royale Suite 4B Fort Myers, FL 33919; High School Reunion Committee; President/Treasurer; Run committee meetings and report on financials; NOT investment related; Start date 08/01/2025; Approximately 1-5 hrs. per month; No Compensation/ volunteer.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-15
• S63 Uniform Securities Agent State Law Examination
  1994-12-12

Designations

• Chartered Financial Consultant