William Harrison, financial advisor Bethlehem PA
71 score

William Harrison

CRD Number: 874577
Current Firm: Cetera Investment Advisers LLC

William Harrison (CRD# 874577) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bethlehem, PA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Bethlehem, PA Jan 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Aug 2011 - Current 5
Essa Bank & Trust Nazareth, PA May 2011 - Current 5
Harrison Financial Associates Bethelhem, PA Jun 1982 - May 2011 28
Securities Service Network, Inc. Bethlehem, PA Sep 1996 - Jan 2009 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1979
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William S. Harrison
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
71

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