Amy Harrison
Amy Harrison is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rochelle Park, NJ, with 30 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
Firm Size
IM Fee
Assets Under Management
Location
365 W. Passaic St., Suite 205, Rochelle Park, NJ, 07662
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Amy is an independent contractor and financial advisor for Axia Financial Advisors since 2015, dedicating minimal time. She is also the managing owner of Harrison Financial Services, LLC since 2018, taking about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
UBS Warburg LLCBroker
Deutsche Bank Securities INC.Broker
Ing Baring (U.S.) Securities, INC.Broker
Smith Barney INC.Broker
State Registrations15 states
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