Thomas Harnish (CRD# 4315606) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bedford, NH and has over 16 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Bangor, ME | Nov 2016 - Current | 7 |
| Northeast Planning Associates, Inc. | Bedford, NH | Nov 2016 - Current | 7 |
| Mid Atlantic Financial Management, Inc. | Bangor, ME | Apr 2014 - Jul 2017 | 3 |
| Mid Atlantic Capital Corporation | Bangor, ME | Apr 2014 - Nov 2016 | 2 |
| Penobscot Financial Advisors | Bangor, ME | Dec 2012 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- ME
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts1,318ACCOUNTS
-
Average Account Value$228,707
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, DE, FL, MA, ME, NH, NY, RI, TX, VT
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