Steven Harrison, financial advisor Bangor ME
93 score

Steven Harrison

CRD Number: 3150852
Current Firm: Advisory Services Network

Steven Harrison (CRD# 3150852) is an Investment Advisor Representative working at Advisory Services Network in Bangor, ME and has over 15 years of experience in the finance industry.

Similar Advisors
Margaret Capehart, financial advisor Bangor ME
Margaret M. Capehart
CRD# 4652786
Ameriprise Financial Services, Inc.
Score
96
Similar Advisors
Jean Deighan, financial advisor Bangor ME
Jean M. Deighan
CRD# 1649834
Deighan Wealth Advisors
Score
96
Similar Advisors
Mark Erhardt, financial advisor Bangor ME
Mark A. Erhardt
CRD# 2975261
Rbc Capital Markets, LLC
Score
96
Company Name Location Dates Years
Advisory Services Network, LLC Atlanta, GA Jul 2015 - Current 1
Maine Asset Management, LLC Bangor, ME Nov 2013 - Jul 2015 1
Alpha Capital Advisor/eagle Brewer, ME Sep 2008 - Oct 2013 5
Purshe Kaplan Sterling Albany, NY Sep 2008 - Aug 2009 < 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2007 - Sep 2008 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2007 - Sep 2008 1
Black Bear Trust & Invst Brewer, ME Mar 2007 - Sep 2008 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2007 - Mar 2007 < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2007 - Mar 2007 < 1
Banc Of America Investment Services, Inc. Bangor, VA Mar 2005 - Feb 2007 1
Banc Of America Insurance Services, Inc. Bangor, ME Oct 2004 - Feb 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Steven D. Harrison
Phone Number: 770.352.0449
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    3,805
    ACCOUNTS
  • Average Account Value
    $192,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IN, KY, LA, MA, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.