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Samuel Dean Harrison

FAMILY INVESTMENT CENTER, INC.·SAINT JOSEPH, Missouri
SIE, Series 7TO, Series 66CFPClean record4 years registeredFAMILY INVESTMENT CENTER, INC.
3805 BECK ROAD, SAINT JOSEPH, MO 64506CRD# 7258138Firm CRD# 113799

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Dean Harrison · SAINT JOSEPH, MO
Registration
CRD #7258138 · FAMILY INVESTMENT CENTER, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

FAMILY INVESTMENT CENTER
Apr 2023 – present
FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jul 2022 – Apr 2023
CHANDLER, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · July 8, 2022
Years registered · 4
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAMILY INVESTMENT CENTER, INC.
CRD 113799 · SEC 801-63744
AUM
$516M
Regulatory assets under management
Employees
16
1,918 client accounts
Services offered by FAMILY INVESTMENT CENTER, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FAMILY INVESTMENT CENTER, INC. →
Introduction

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05

Frequently Asked Questions

What services does Samuel Dean Harrison offer?
Samuel Dean Harrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT JOSEPH, Missouri for a consultation.
What are Samuel Dean Harrison's credentials?
Samuel Dean Harrison holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Samuel Dean Harrison located?
Samuel Dean Harrison is based in SAINT JOSEPH, Missouri, working with FAMILY INVESTMENT CENTER, INC.. Their office serves clients in the SAINT JOSEPH metropolitan area and surrounding communities.
How does Samuel Dean Harrison charge for services?
Samuel Dean Harrison'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 FAMILY INVESTMENT CENTER, INC.?
FAMILY INVESTMENT CENTER, INC. has approximately 16 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAMILY INVESTMENT CENTER, INC.

Steven J Thaler
SAINT JOSEPH, MO
Laura Eileen Holthaus
SAINT JOSEPH, MO
Richard Christopher Salmen
SAINT JOSEPH, MO
Nathan Cole Goodman
SAINT JOSEPH, MO
CFP
Taren Rae Mcmurray
SAINT JOSEPH, MO
Thaddus "dan" S Danford
SAINT JOSEPH, MO

More Advisors in SAINT JOSEPH, Missouri

Janice Elaine Coder
FAMILY INVESTMENT CENTER, INC.·SAINT JOSEPH, MO

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Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
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Research
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