Paula Harris has been Director and Secretary of WH Cornerstone Investments since July 2015, is a control person of the firm and directly owns between 50% and 75% of it. Paula Harris studied at Providence College.
WH Cornerstone Investments Inc. is a Duxbury, MA firm with $200M under management, 148 clients and 4 advisers in one office, as of its October 2026 filing.
Paula Harris is Co-Founder of WH Cornerstone Investments, based in Duxbury, MA. She works with clients, particularly mid-life widowed women, on financial planning and life planning. Earlier, she established Campus Recruiting programs at Walker Digital and First USA and served as Director of Recruiting and HR for Braxton Associates, a division of Deloitte Consulting in Boston.
- – present · 18 yearsDuxbury, MA · Adviser representative · Firm CRD 119725
Investment adviser representative registrations
Paula Harris is registered as an investment adviser representative in Massachusetts, as a resident of Massachusetts, since July 2008.
- MassachusettsResidentSince 2 July 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paula Sullivan Harris
- CRD
- 5523691
- Firm
- WH Cornerstone Investments · CRD 119725
- Role
- Director and Secretary
- Office
- 11 WASHINGTON STREET, Duxbury, MA 02332
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whcornerstone.com
Where does Paula Harris work?
Paula Harris has been Director and Secretary of WH Cornerstone Investments Inc. since July 2015, and is a control person of the firm.
Is Paula Harris a financial advisor?
Yes. Paula Harris has a current investment-adviser registration in Massachusetts, through WH Cornerstone Investments since July 2008.
How many years of experience does Paula Harris have?
Paula Harris has 18 years in the financial industry, since July 2008, across 1 adviser firm.
What exams has Paula Harris passed?
Paula Harris passed the Series 65 in November 2011.
Where is Paula Harris based?
Paula Harris’ registered office is in Duxbury, MA.
Is Paula Harris registered with FINRA?
No. Paula Harris has no current broker registration.
How can I verify Paula Harris’ record?
Search CRD 5523691 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paula Harris’ full registration record.
