Unclaimed Profile

David Russell Harrison

HBC FINANCIAL SERVICES, PLLC·SEATTLE, Washington

Clean record25 years registeredHBC FINANCIAL SERVICES, PLLC

1200 WESTLAKE AVE N, STE 902, SEATTLE, WA 98109-3543CRD# 4455414Firm CRD# 115751

Profile Verification

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

Identity

David Russell Harrison · SEATTLE, WA

Registration

CRD #4455414 · HBC FINANCIAL SERVICES, PLLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HBC FINANCIAL SERVICES, PLLC

HBC FINANCIAL SERVICES, PLLC

Feb 2001 – Feb 2018

SEATTLE, WA

Registrations & Exams

Registration record

First registered · February 6, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HBC FINANCIAL SERVICES, PLLC

CRD 115751 · SEC 801-63872

AUM

$447M

Regulatory assets under management

Employees

674 client accounts

Services offered by HBC FINANCIAL SERVICES, PLLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HBC FINANCIAL SERVICES, PLLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Russell Harrison offer?

David Russell Harrison specializes in Financial Planning, Investment Management, Wealth Management.

What are David Russell Harrison's credentials?

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

Where is David Russell Harrison located?

David Russell Harrison is based in SEATTLE, Washington, last registered with HBC FINANCIAL SERVICES, PLLC.

How does David Russell Harrison charge for services?

David Russell 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 HBC FINANCIAL SERVICES, PLLC?

HBC FINANCIAL SERVICES, PLLC has approximately 5 employees and manages $447M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →