Unclaimed Profile

Bruce Hubbard Harrison

HARRISON & COMPANY WEALTH MANAGEMENT, LLC·ROANOKE, Virginia

Series 7, Series 31, Series 63, Series 65, Series 66Clean record23 years registeredHARRISON & COMPANY WEALTH MANAGEMENT, LLC

2008 STEPHENSON AVE, ROANOKE, VA 24014CRD# 2640763Firm CRD# 150248

Profile Verification

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

Identity

Bruce Hubbard Harrison · ROANOKE, VA

Registration

CRD #2640763 · HARRISON & COMPANY WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARRISON & COMPANY WEALTH MANAGEMENT, LLC

MERCER GLOBAL ADVISORS INC.

Aug 2022 – Jul 2023

Roanoke, VA

HCO PRIVATE WEALTH

Jun 2009 – Feb 2023

ROANOKE, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2003 – May 2009

ROANOKE, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · May 5, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARRISON & COMPANY WEALTH MANAGEMENT, LLC

CRD 150248 · SEC 801-113914

AUM

$166M

Regulatory assets under management

Employees

595 client accounts

Services offered by HARRISON & COMPANY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARRISON & COMPANY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bruce Hubbard Harrison offer?

Bruce Hubbard Harrison specializes in Financial Planning, Investment Management.

What are Bruce Hubbard Harrison's credentials?

Bruce Hubbard Harrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Hubbard Harrison located?

Bruce Hubbard Harrison is based in ROANOKE, Virginia, last registered with HARRISON & COMPANY WEALTH MANAGEMENT, LLC.

How does Bruce Hubbard Harrison charge for services?

Bruce Hubbard 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 HARRISON & COMPANY WEALTH MANAGEMENT, LLC?

HARRISON & COMPANY WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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