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David Russell Harrison

HBC FINANCIAL SERVICES, PLLC·SEATTLE, Washington
Clean recordHBC 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Russell Harrison is a registered financial advisor based in SEATTLE, Washington, affiliated with HBC FINANCIAL SERVICES, PLLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HBC FINANCIAL SERVICES, PLLC
HBC FINANCIAL SERVICES, PLLC
AUM
$447M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4455414
Firm CRD# 115751
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Russell Harrison offer?
David Russell Harrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
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, working with HBC FINANCIAL SERVICES, PLLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
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.
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