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Richard Edward Harrison

SYM FINANCIAL CORPORATION·WINONA LAKE, Indiana
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801 PARK AVE, WINONA LAKE, IN 46590CRD# 4360187Firm CRD# 107517
01

About

Richard Edward Harrison is a registered financial advisor based in WINONA LAKE, Indiana, affiliated with SYM FINANCIAL CORPORATION. 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
Nonprofits & Foundations
03

Firm Overview

Firm
SYM FINANCIAL CORPORATION
SYM FINANCIAL ADVISORS
AUM
$4.1B
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at SYM FINANCIAL CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4360187
Firm CRD# 107517
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Edward Harrison offer?
Richard Edward Harrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINONA LAKE, Indiana for a consultation.
What are Richard Edward Harrison's credentials?
Richard Edward Harrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Edward Harrison located?
Richard Edward Harrison is based in WINONA LAKE, Indiana, working with SYM FINANCIAL CORPORATION. Their office serves clients in the WINONA LAKE metropolitan area and surrounding communities.
How does Richard Edward Harrison charge for services?
Richard Edward Harrison's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYM FINANCIAL CORPORATION?
SYM FINANCIAL CORPORATION has approximately 75 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WINONA LAKE
Stephen Charles Yeager — SYM FINANCIAL CORPORATIONRodney Scott Coleman — SYM FINANCIAL CORPORATIONCrystal Lynn Allen — SYM FINANCIAL CORPORATIONJohn Frederick Helfrich — SYM FINANCIAL CORPORATIONJerald William Yeager — SYM FINANCIAL CORPORATION
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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