Lauree Harrison
Lauree Harrison is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bellevue, WA, with 13 years of industry experience. Lauree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
626 120th Ave NE Suite 102, Bellevue, WA, 98005
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
Lauree works as a real estate marketing assistant, owns Cascade Guided Wealth LLC (a DBA for financial services), and owns an Airbnb rental property. These activities take minimal time outside of her primary role as a financial advisor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations40 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.