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Bruce Hubbard Harrison

HARRISON & COMPANY WEALTH MANAGEMENT, LLC·ROANOKE, Virginia
Unclaimed Profile
2008 STEPHENSON AVE, ROANOKE, VA 24014CRD# 2640763Firm CRD# 150248
01

About

Bruce Hubbard Harrison is a registered financial advisor based in ROANOKE, Virginia, affiliated with HARRISON & COMPANY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
HARRISON & COMPANY WEALTH MANAGEMENT, LLC
HCO PRIVATE WEALTH
AUM
$166M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2640763
Firm CRD# 150248
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Hubbard Harrison offer?
Bruce Hubbard Harrison specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.
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, working with HARRISON & COMPANY WEALTH MANAGEMENT, LLC. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.
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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