Unclaimed Profile

Elizabeth N Harrison

HARRISON & COMPANY WEALTH MANAGEMENT, LLC·ROANOKE, Virginia

Series 7, Series 66Clean record18 years registeredHARRISON & COMPANY WEALTH MANAGEMENT, LLC

24 CHURCH AVE SE, ROANOKE, VA 24011CRD# 5470774Firm CRD# 150248

Profile Verification

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

Identity

Elizabeth N Harrison · ROANOKE, VA

Registration

CRD #5470774 · HARRISON & COMPANY WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARRISON & COMPANY WEALTH MANAGEMENT, LLC

HARRISON & COMPANY WEALTH MANAGEMENT, LLC

Jun 2009 – Feb 2018

ROANOKE, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2008 – Jun 2009

ROANOKE, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 5, 2008

Years registered · 18

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 Elizabeth N Harrison offer?

Elizabeth N Harrison specializes in Financial Planning, Investment Management.

What are Elizabeth N Harrison's credentials?

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

Where is Elizabeth N Harrison located?

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

How does Elizabeth N Harrison charge for services?

Elizabeth N 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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