Rita Harmon is a PFS-designated registered investment advisor, based in Canby, OR, with 22 years of industry experience.
Location
113 NW Third Ave, Canby, OR, 97013
Get directionsHistory
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 Activities
Rita is involved with Lifetime Financial Solutions, Inc. as an operational/marketing name for Avantax, and also serves as President/Secretary. She is also a Member Manager at Douglas-Harmon CPA LLC, a CPA firm, dedicating full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
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.