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Bradley Harrison

30 Years of Experience
BrokerSells Insurance

Bradley Harrison is a registered investment advisor, based in Red Bank, NJ, with 30 years of industry experience.

Location

2-10 Broad St., Suite 203/303, Red Bank, NJ, 07701

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Bradley is the President and CEO of Harrison Wealth Management, a holding company, dedicating a few hours per week to bookkeeping and accounting. He is also the President and CIO of B Riley Wealth Insurance, selling life, health, fixed, and variable annuities, dedicating a few hours per week.

Employment History
Current Registrations
B. Riley Wealth Management
July 2022 - Present · 3 yrs 9 mos
B. Riley Wealth ManagementBroker
July 2022 - Present · 3 yrs 9 mos
B. Riley Wealth Advisors, INC.
October 2014 - Present · 11 yrs 6 mos
Previous Registrations
National Securities CorporationBroker
October 2014 - July 2022 · 7 yrs 9 mos
Wells Fargo Advisors, LLC
July 2003 - October 2014 · 11 yrs 3 mos
Wells Fargo Advisors, LLCBroker
July 2003 - October 2014 · 11 yrs 3 mos
Prudential Securities Incorporated
October 2002 - July 2003 · 9 mos
Prudential Securities IncorporatedBroker
April 1998 - July 2003 · 5 yrs 3 mos
Salomon Brothers INC.Broker
October 1997 - January 1998 · 3 mos
Whale Securities CO., L.P.Broker
November 1995 - September 1997 · 1 yr 10 mos
State Registrations18 states
CACTFLILMAMDMIMNNCNJNYOHPARISCTXVAWA
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 Harrison - Financial Advisor | TrueAdvisor