Rita Harmon, financial advisor Canby OR

Rita Harmon

CRD Number: 4452262
Current Firm: Avantax Advisory Services

Rita Harmon (CRD# 4452262) is an Investment Advisor Representative working at Avantax Advisory Services in Canby, OR and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Avantax Investment Services, Inc. Canby, OR Mar 2016 - Current 8
Avantax Advisory Services Canby, OR Mar 2016 - Current 8
Douglas-harmon Cpa LLC Canby, OR Feb 2010 - Current 14
Lifetime Financial Solutions, Inc. Canby, OR Jan 2000 - Current 24
H.d. Vest Advisory Services Canby, OR Jun 2005 - Mar 2016 10
H.d. Vest Investment Services Canby, OR Aug 2003 - Mar 2016 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Rita N. Harmon
Phone Number: 972-870-6000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
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, VT, WA, WI, WV, WY

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