Brian Harrison is a CFP-designated registered investment advisor, based in Waltham, MA, with 25 years of industry experience.
Location
465 Waverley Oaks Rd, Ste 315, Waltham, MA, 02452-8422
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian sells fixed insurance products, including life, disability, and long-term care insurance, dedicating minimal time to this activity. He also owns Harry Has It, Inc. for online sales and works as a consultant for Even Financial, Breeze, and Savvi Financial, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Brooklight Place Securities, INC.Broker
Savvi Financial LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Cco Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.