Boston Harris has been an investment adviser representative at Plan Group Financial since October 2025, and is not listed among the firm’s executive officers or direct owners.
Plan Group Financial, Inc. is an Oklahoma City, OK firm with $690M under management, 1,221 clients and 17 advisers across 9 offices, as of its October 2026 filing.
- Plan Group Financial, Inc.Current– present · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 116508
Investment adviser representative registrations
Boston Harris is registered as an investment adviser representative in Oklahoma, since October 2025.
- OklahomaSince 13 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 October 2025 |
| SIE | Securities Industry Essentials Examination | 14 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Boston Cole Harris
- CRD
- 8156008
- Firm
- Plan Group Financial · CRD 116508
- Office
- 101 N.E. 82ND STREET, SUITE 200, Oklahoma City, OK 73114
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Boston Harris work?
Boston Harris is an investment adviser representative registered through Plan Group Financial, Inc. since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Boston Harris a financial advisor?
Yes. Boston Harris has a current investment-adviser registration in Oklahoma, through Plan Group Financial since October 2025.
How many years of experience does Boston Harris have?
Boston Harris has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Boston Harris passed?
Boston Harris has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2025.
Where is Boston Harris based?
Boston Harris’ registered office is in Oklahoma City, OK.
Is Boston Harris registered with FINRA?
No. Boston Harris has no current broker registration.
How can I verify Boston Harris’ record?
Search CRD 8156008 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Boston Harris’ full registration record.