Now servicing client accounts through Charles Schwab
The TD Ameritrade/ Charles Schwab conversion was completed over Labor Day weekend. All client accounts that were formerly under TD Ameritrade Institutional have now been relocated to Charles Schwab & Co., Inc. as of September 5, 2023.To access your Schwab accounts, please use SchwabAlliance (AdvisorClient is no longer accessible).If you have any questions, please don't hesitate to contact us! ...
September 5, 2023Our client portal is live!
- Our portal gives you access to view balances and performance of your Harris Consulting managed account(s).- Quarterly reports are now posted directly to the Client Portal for a more secure and streamlined experience.- Additionally, the portal will allow you to securely upload any necessary documents or paperwork to us when needed.Click here to log in to the portal! And if you are interested in downloading the mobile app, let us know so we can email you an invi...
May 4, 2023In Memoriam, Lou Harris (1949 - 2021)
Our hearts are broken at the loss of our beloved husband, father, and grandfather, Walter Louis "Lou" Harris, who died January 10, 2021, after a short illness. Lou, a native of Tunica, Mississippi, was born on September 7, 1949 to Louis Lynn Harris and Frances Hodges Harris, his mother being formally of Hartwell. He was named after his grandfather, Walter L. Hodges, Superior Court Judge of Hart County and bore a striking resemblance to him.Lou attended high school at Darlington School in Rome, G...
January 12, 2021Thank you to our veterans!
On 11/11/2019, Harris Consulting hosted our second Veterans Day Luncheon and Fundraiser at Brookwood Grille in Roswell.With the help of our clients, Harris Consulting raised over $1,800 for the USO! In addition, one Harris Consulting client generously matched all raised donations, for a grand total of $3,600 to the USO!We couldn't be more grateful and proud of the generosity of Harris Consulting's clients. Thanks to you all, thousands of service men and women can have access to the services and ...
November 15, 2019 Posts 1-4 of 4 | Page