James Harber, financial advisor Bellingham WA
96 score

James Harber

CRD Number: 3005116
Current Firm: State Farm Investment Management Corp.

James Harber (CRD# 3005116) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bellingham, WA and has over 18 years of experience in the finance industry.

Similar Advisors
Jeffrey Pietsch, financial advisor Bellingham WA
Jeffrey G. Pietsch
CRD# 6011071
Concert Wealth Management
Score
101
Similar Advisors
Nathan Twining, financial advisor Bellingham WA
Nathan J. Twining
CRD# 6142269
Financial Plan, Inc.
Score
100
Similar Advisors
James Allen, financial advisor Bellingham WA
James T. Allen
CRD# 1069257
Wells Fargo Advisors Financial Network, LLC
Score
96
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Bellingham, WA Aug 2012 - Current 4
State Farm Vp Management Corp. Bellingham, WA Dec 1997 - Current 19
James Harber Insurance Agency Bellingham, WA Jul 1978 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
Contact Info for James R. Harber
Phone Number: 800-447-0740
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
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 investment companies (as well as "business development companies")
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
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.