Mitchell Joseph Harris CDFA®, CFP®, CLU, MBA


LPL Financial

3658 Border Creek Ct.
Denver NC 28037
Get directions
704-530-1072

Mitch Harris has over a decade of experience working with clients within the financial industry.   Mitch specializes in financial planning, investment management, life insurance, and disability insurance.  He has extensive experience working with clients during and after a divorce by helping clients reorganize their financial plans and to get back on track toward pursuing their financial goals.  

Mitch has been a CERTIFIED FINANCIAL PLANNER™ Professional since 2005 and obtained his Chartered Life Underwriter® and Certified Divorce Financial Analyst® designation in 2011.  He earned his MBA degree from the University of North Carolina at Charlotte in 2000 and earned his undergraduate business degree from North Carolina State University.  

CFP,CERTIFIED FINANCIAL PLANNER{tm} and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Mitch Harris may only discuss and/or transact securities business with residents of the following states:  FL, GA, NC, TX, PA, SC, VA

Securities, Advisory Services and Financial Planning offered through LPL Financial a Registered Investment Advisor, Member FINRA/SIPC.
www.finra.org
www.SIPC.org