BH
BH

Bradley Harmon

28 Years of Experience
Atlanta, GA
1 DisclosureBroker

Bradley Harmon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

400 Perimeter Center Terrace Ne, Ste 850, Atlanta, GA, 30346

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2016
Denied
Other Business Activities

Bradley is a silent partner in Twisted Cycle West Cobb, a boutique gym, dedicating minimal time. He is also an officer (Vice President and Partner) at Harmon Financial Advisors, spending about 10-20% of his time on compliance oversight.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2009 - Present · 16 yrs 7 mos
Harmon Financial Advisors
July 2003 - Present · 22 yrs 10 mos
Raymond James Financial Services, INC.Broker
August 1997 - Present · 28 yrs 9 mos
State Registrations29 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Bradley Harmon - Financial Advisor | TrueAdvisor