Harsh Mehra, financial advisor Alpharetta GA

Harsh Mehra

CRD Number: 3024860
Current Firm: Commonwealth Financial Network

Harsh Mehra (CRD# 3024860) is an Investment Advisor Representative working at Commonwealth Financial Network in Alpharetta, GA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
North Point Wealth Management Alpharetta, GA Jan 2009 - Current 13
Commonwealth Financial Network Waltham, MA Jan 2009 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Harsh Mehra
Phone Number: 781-736-0700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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