Renee Harvey (CRD# 3096857) is an Investment Advisor Representative working at Planning Works Advisory, Inc. in Austin, TX and has over 23 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planning Works Advisory, Inc. | Austin, TX | Mar 2022 - Current | 2 |
| Calton & Associates, Inc. | Austin, TX | Aug 2016 - Current | 7 |
| Planning Works | Austin, TX | Jun 2002 - Current | 21 |
| Vsr Financial Services Inc. | Overland Park, KS | Jun 2002 - Aug 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- TX
-
Total Assets Under Management146MILLIONS
-
Total Number of Accounts583ACCOUNTS
-
Average Account Value$250,553
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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