Carli Harvey is a CFP, ChFC-designated registered investment advisor, based in Medford, OR, with 6 years of industry experience.
Location
841 O'Hare Parkway Ste. 200, Medford, OR, 97504
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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
Carli works as a Wealth Management Specialist and is an insurance agent through Avantax, selling insurance products. She also works with index annuities and volunteers as a board member for Rogue Valley Farm to School and Southern Oregon Estate Planning Council, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations20 states
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