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Todd Harrison

8 Years of Experience
Corvallis, OR
Broker

Todd Harrison is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corvallis, OR, with 8 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1044 NE Circle Boulevard, Corvallis, OR, 97330

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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

Todd works as a financial advisor for Addison Avenue Investment Services and as a financial assistant for Addison Avenue Investments, the investment division of First Tech Federal Credit Union. Both roles take about half of Todd's time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2019 - Present · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
January 2018 - Present · 8 yrs 4 mos
State Registrations8 states
AZCAFLHIIAORUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Todd Harrison - Financial Advisor | TrueAdvisor