SP
CFP
SP
CFP

Stephen Prichard

22 Years of Experience
Huntington Beach, CA

Stephen Prichard is a CFP-designated registered investment advisor at Harvest Financial Advisors, INC., based in Huntington Beach, CA, with 22 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5882 Bolsa Avenue, Suite 130, Huntington Beach, CA, 92649

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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 Activities

Stephen owns an accountancy corporation that provides tax and accounting services to individuals and businesses.

Employment History
Current Registrations
Harvest Financial Advisors, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Harvest Financial Advisors, INC.
February 2011 - December 2012 · 1 yr 10 mos
Harvest Financial Advisors, INC.
April 2003 - December 2010 · 7 yrs 8 mos
State Registrations1 state
CA
Advisor

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.