Rex Harris Email & Phone Number
Founder | Wealth Advisor
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Rex Harris Location
- Whitefish, MT, US
Rex Harris Work
- 1991 -now Founder | Wealth Advisor @ HARRIS FINANCIAL SERVICES, INC.
- 1987 -1991 Registered Representative @ Edward Jones
Rex Harris Education
- Whitman College
Bachelor of Applied Science (BASc) (Physics & Geology)
1977-1981 - Havre High School 1973-1977
Rex Harris Skills
- Wealth Planning
- Securities
- Mutual Funds
- Financial Services
- Financial Advisory
- Retirement Distribution Planning
- Professional Plan Consultant
- Investment Planning, Management, and Administration
- Investment Advisory
- Estate & Trust Planning Assistance in conjunction with your outside professional
- Tax Planning Assistance in conjunction with your outside professionals
- Budget, Cash Flow, Net Worth Analysis
- Gift Giving & Charitable Giving
- Small Business
- Investments
- Retirement Planning
- Series 7
- Insurance Planning (Income, Disability, Long-Term Care & Asset Protection)
- College Education Planning
- Retirement Distribution
- Cash Flow
- Disability
- College Education
- Budget
- Gift Giving
- Tax Planning Assistance
- Net
- Estate and Trust Planning
- Finance
- Insurance Planning Income
- Long Term Care and Asset Protection
- Administration
- Investment Planning
- Net Worth Analysis
- Management
- Insurance Planning
- Gift Giving and Charitable Giving
- 401k Plans
- Business Retirement Plans
- Cash Balance Plans
- Risk Management
- Cash Management
- Data Analysis
- Strategic Planning
- Financial Analysis
- Portfolio Management
- Wealth Management
- Insurance
- Retirement
- Investigation
- Marketing
- Retail Banking
- Commercial Banking
- Information Technology
- Computer Literacy
- Sales
- Microsoft Office
- Leadership
- Customer Service
- Negotiation
- Team Building
- Business Relationship Management
- Prevailing Wage
- Premium Financing
- Forensic Accounting
- Luthier
- Budgeting and Forecasting
- Business Operations
- Business Insights
- Balance Sheet
- Cash Flow Statements
- Financials
- Key Metrics
Rex Harris Summary
- Rex Harris, based in Whitefish, MT, US, is currently a Founder | Wealth Advisor at HARRIS FINANCIAL SERVICES, INC.. Rex Harris brings experience from previous roles at Edward Jones. Rex Harris holds a 1977 - 1981 Bachelor of Applied Science (BASc) in Physics & Geology @ Whitman College. With a robust skill set that includes Wealth Planning, Securities, Mutual Funds, Financial Services, Financial Advisory and more. Rex Harris has 2 mobile phone numbers on RocketReach.
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