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Crystal J. Harris
Crystal J. Harris
Portfolio Manager / Financial Advisor
5800 Armada Drive
Suite 300
Carlsbad, CA 92008
tel: 760-602-3533
toll free: 800-321-4781
fax: 760-438-0959
Email Me
Welcome Associations Experience Education
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Carlsbad Republican Women Federated
    Carlsbad, CA
  • San Diego Republican Businesswomen
    San Diego, CA
  • Autism Society of America
    Member, San Diego Chaper
Business Experience
  • 1994 - Present: Morgan Stanley Smith Barney*
    Portfolio Manager / Financial Advisor
    Carlsbad, CA
Education and Licensing
  • B.S. Finance, 1994
    California State Polytechnical University
    Pomona, CA
  • Series 7, 1994
    NYSE/NASD General Securities
  • Series 63, 1995
    Uniform State Exam
  • Series 65, 1997
    Investment Advisor Exam
  • California State Insurance, 1995
  • Nevada State Insurance, 1998
Bulletin Board
  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? E-mail me for more information about our Portfolio Management Program.
  • If you are in transition, changing jobs or careers, speak with us.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
Crystal J. Harris is licensed in the following state(s): AZ, CA, FL, HI, IL, LA, NJ, NV, OK, OR, WA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Equity Market Weekly (pdf)
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