Brian Harhai (CRD# 6599256) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has 1 year of experience in the finance industry. Brian Harhai 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# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
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 |
|---|---|---|---|
| Suntrust Advisory Services, Inc. | Atlanta, GA | Mar 2019 - Current | 4 |
| Suntrust Bank | Atlanta, GA | Jan 2018 - Mar 2019 | 1 |
| Genspring Family Offices | Atlanta, GA | Dec 2015 - Dec 2017 | 2 |
| Suntrust Bank | Atlanta, GA | May 2000 - Dec 2015 | 15 |
- GA
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Total Assets Under Management53,170MILLIONS
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Total Number of Accounts125,600ACCOUNTS
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Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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