Advisor at Rauch Advisory LLC
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Joseph Harris is a Series 65-licensed advisor at Rauch Advisory LLC in Fayetteville, NC, with one year of experience at the firm and White Horse Financial, Inc. He has held positions at the John Locke Foundation and several academic institutions, including the University of North Carolina at Pembroke and Central Carolina Community College. Harris has experience in education and nonprofit sectors in addition to financial advising. Rauch Advisory serves individual and high-net-worth clients through discretionary portfolio management within its wrap fee program, as well as non-discretionary financial planning and retirement plan consulting. The firm allocates client assets among third-party model strategies and offers services including investment planning, tax and estate considerations, insurance reviews, and business-owner consulting.
Based on Rauch Advisory LLC
Based on Rauch Advisory LLC
Up to 2.00% annually (wrap fee for Program services)
Insurance commissions received by associated persons for insurance product sales (separate from advisory fees)
Account minimum: $10,000 Fee-only: Fixed fee for financial planning and consulting services up to $5,000 (negotiable)
4200 Morganton Rd, Suite 200 22
Fayetteville, NC 28314
North Carolina
White Horse Financial, Inc
2026 - Present (1 year)
Rauch Advisory LLC
2026 - Present (1 year)
John Locke Foundation
2024 - Present (2 years)
University of North Carolina at Pembroke
2021 - 2025 (4 years)
Central Carolina Community College
2019 - 2024 (5 years)
Instructional Connections, LLC
2019 - 2022 (3 years)
Unemployed
2019 - 2019 (1 year)
Florida State University
2017 - 2018 (1 year)
University of North Carolina Wilmington
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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