BH
BH

Brandon Harrison

32 Years of Experience
Springboro, OH
1 DisclosureBrokerSells Insurance

Brandon Harrison is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Springboro, OH, with 32 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

Springboro, OH

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History

Regulatory History (1)
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Customer Dispute
November 2002
Withdrawn
Other Business ActivitiesSells Insurance

Brandon is the successor trustee for his parents' trust, dedicating minimal time to this. He is also an agent for Harrison Wealth Management Group, Ltd. focusing on securities and insurance, investment management, and is the owner/branch manager of Harrison Wealth Management Group, spending about half his time on this.

Employment History
Current Registrations
Raymond James Financial Services, INC.
March 2017 - Present · 9 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
LPL Financial LLC
October 1999 - March 2017 · 17 yrs 5 mos
LPL Financial LLCBroker
February 1994 - March 2017 · 23 yrs 1 mo
State Registrations34 states
AKARAZCACOCTFLGAILINKYMDMIMNMSMTNCNDNHNMNVNYOHOKORPARISCSDTNTXVAWAWI
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.