Brian Harmon
Brian Harmon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, with 20 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
Firm Size
IM Fee
Assets Under Management
Location
1498 SE Tech Center Place, Suite 145, Vancouver, WA, 98683
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2022Criminal
April 1995Other Business Activities
Brian is the CEO of GBGH WM, LLC and co-owner of Vista NW Wealth Management, LLC, both support companies providing financial advising services. These activities take about a quarter to half of Brian's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations19 states
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.