Unclaimed Profile

Deborah Lee Harrington

SQUAR MILNER FINANCIAL SERVICES, LLC·IRVINE, California

SIE, Series 7, Series 7TO, Series 63, Series 66, Series 79, Series 79TOClean record24 years registeredSQUAR MILNER FINANCIAL SERVICES, LLC

18500 VON KARMAN AVENUE, IRVINE, CA 92612-0527CRD# 1254751Firm CRD# 112483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deborah Lee Harrington · IRVINE, CA

Registration

CRD #1254751 · SQUAR MILNER FINANCIAL SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SQUAR MILNER FINANCIAL SERVICES, LLC

BAKER TILLY WEALTH MANAGEMENT, LLC

Nov 2020 – Apr 2024

IRVINE, CA

SQUAR MILNER FINANCIAL SERVICES, LLC

Apr 2019 – Dec 2020

IRVINE, CA

INFINEX INVESTMENTS, INC.

Apr 2017 – Jul 2018

Newport Beach, CA

JCP SECURITIES, INC.

Sep 2013 – Jul 2015

IRVINE, CA

HARRINGTON CAPITAL ADVISORS,INC.

Jun 2002 – Sep 2011

LAKE FOREST, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Series 79

Series 79TO

Registration record

First registered · June 21, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SQUAR MILNER FINANCIAL SERVICES, LLC

CRD 112483 · SEC 801-111941

AUM

$420M

Regulatory assets under management

Employees

771 client accounts

Services offered by SQUAR MILNER FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SQUAR MILNER FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Deborah Lee Harrington offer?

Deborah Lee Harrington specializes in Financial Planning, Investment Management, Wealth Management.

What are Deborah Lee Harrington's credentials?

Deborah Lee Harrington is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Lee Harrington located?

Deborah Lee Harrington is based in IRVINE, California, last registered with SQUAR MILNER FINANCIAL SERVICES, LLC.

How does Deborah Lee Harrington charge for services?

Deborah Lee Harrington's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SQUAR MILNER FINANCIAL SERVICES, LLC?

SQUAR MILNER FINANCIAL SERVICES, LLC has approximately 11 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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