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Cole Harrington

1 Year of Experience
Grapevine, TX
Broker

Cole Harrington is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grapevine, TX, with 1 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

1785 State Hwy 26, Suite 200, Grapevine, TX, 76051

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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

Cole works as a financial advisor for Dallas Wealth Advisors, KMAM, and Parkway Wealth Management Group, dedicating about half of his time to each. His duties include creating financial plans and other standard financial advisor tasks.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2024 - Present · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
State Registrations15 states
CACODCFLINKSLAMTNCNJNMOHORSDTX
AdvisorBrokerBoth

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.