Brett Philip Harris

Overview

Brett Philip Harris is an insurance agent, a registered representative and an investment adviser representative based in Albany, NY, with 18 years in the industry.

Years in the industry

18

States licensed

1

States registered

4

Carrier appointments

14

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 4 states

• Agent
• Series 6
• Series 63
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• Allsquare Wealth Management, LLCCurrent firm

Employment history since 2008

Carriers

14 active carrier appointments

Book and practice

Firm assets under management on file