Harmon Wright
Harmon Wright is a registered investment advisor at Raymond James & Associates, INC., based in Trinity, FL, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
11300 State Road 54, Trinity, FL, 34655
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
October 2003Other Business Activities
Harmon is the treasurer of the Pasco Education Foundation, overseeing its finances, dedicating a few hours per week. He is also a non-managing partner in Sunshine Blue LLC, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.