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Kailey Ann Harrison

DECISIONPOINT FINANCIAL, LLC·MESA, Arizona
Unclaimed Profile
2812 NORTH NORWALK, MESA, AZ 85215CRD# 7242374Firm CRD# 296988
01

About

Kailey Ann Harrison is a registered financial advisor based in MESA, Arizona, affiliated with DECISIONPOINT FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DECISIONPOINT FINANCIAL, LLC
DECISIONPOINT FINANCIAL, LLC
AUM
$689M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DECISIONPOINT FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7242374
Firm CRD# 296988
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kailey Ann Harrison offer?
Kailey Ann Harrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MESA, Arizona for a consultation.
What are Kailey Ann Harrison's credentials?
Kailey Ann Harrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kailey Ann Harrison located?
Kailey Ann Harrison is based in MESA, Arizona, working with DECISIONPOINT FINANCIAL, LLC. Their office serves clients in the MESA metropolitan area and surrounding communities.
How does Kailey Ann Harrison charge for services?
Kailey Ann Harrison's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DECISIONPOINT FINANCIAL, LLC?
DECISIONPOINT FINANCIAL, LLC has approximately 9 employees and manages $689M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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