HC
HC

Harmon Callen

30 Years of Experience
Laurel, MS
1 DisclosureBroker

Harmon Callen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Laurel, MS, 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
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

1209 Highway 15 N, Laurel, MS, 39440

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History

Regulatory History (1)
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Customer Dispute
August 2006
Closed-No Action
Other Business Activities

Harmon operates under the DBA Trustmark Financial Services for his LPL business since 2011, dedicating full-time hours. He also works for TeenPact Leadership Schools, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Previous Registrations
LPL Financial LLC
May 2011 - September 2025 · 14 yrs 4 mos
LPL Financial LLCBroker
May 2011 - September 2025 · 14 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2011 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2011 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.
October 2005 - January 2008 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
March 1996 - January 2008 · 11 yrs 10 mos
State Registrations24 states
ALAZCACOCTFLGAKYLAMDMNMOMSMTNCNJOKPASCTNTXUTVAWA
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.