Brian Harrison (CRD# 3227937) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 20 years of experience in the finance industry. Brian Harrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
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Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brooklight Place Securities | Fountain Hills, AZ | Jan 2020 - Current | 4 |
| Savvi Financial LLC | Waltham, MA | Jan 2019 - Current | 5 |
| Self-employed Insurance Agent | Wayland, MA | Jan 2019 - Current | 5 |
| Self-employed Consultant | Wayland, MA | Jan 2019 - Current | 5 |
| Harry Has It, Inc. | Wayland, MA | Jan 2010 - Current | 14 |
| Saltzman Associates | Waxhaw, NC | Aug 2018 - Nov 2021 | 3 |
| Bolster, Inc. | Cambridge, MA | May 2019 - Dec 2019 | < 1 |
| Everquote | Cambridge, MA | Nov 2017 - Jul 2018 | < 1 |
| Mutual Of Omaha Investor Services, Inc. | Braintree, MA | Sep 2014 - Dec 2017 | 3 |
| Mutual Of Omaha Insurance Company | Braintree, MA | Sep 2014 - Dec 2017 | 3 |
| Commonwealth Financial Network | Waltham, MA | May 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
| S63 | Uniform Securities State Law Examination | Aug 2020 |
- MA
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Total Assets Under Management31MILLIONS
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Total Number of Accounts173ACCOUNTS
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Average Account Value$179,318
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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