Matthew Harrison (CRD# 5603816) is an Investment Advisor Representative working at Harrison Wealth Management in Tucson, AZ and has 1 year of experience in the finance industry. Matthew Harrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Attessa Capital LLC | Tucson, AZ | Jan 2024 - Current | < 1 |
| Harrison Wealth Management | Oro Valley, AZ | May 2016 - Current | 8 |
| Rmh Investment Management | Phoenix, AZ | Mar 2011 - May 2016 | 5 |
- AZ
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Total Assets Under Management112MILLIONS
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Total Number of Accounts94ACCOUNTS
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Average Account Value$1,194,681
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ
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