Harold Vincent (CRD# 1739370) is an Investment Advisor Representative working at Attainment Asset Management LLC in Clayton, GA and has over 21 years of experience in the finance industry.
CRD# 2355813
Raymond James Financial Services Advisors, Inc.
CRD# 1856611
Edward Jones
CRD# 1327542
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Attainment Asset Management LLC | Clayton, GA | Oct 2021 - Current | 2 |
| Ameritas Investment Company, LLC | Lincoln, NE | Mar 2021 - Oct 2021 | < 1 |
| Ameritas Advisory Services | Lincoln, NE | Mar 2021 - Oct 2021 | < 1 |
| Oppenheimer & Company Inc. | Richmond, VA | Apr 2017 - Feb 2021 | 3 |
| Bb&t Investment Services, Inc. | Ashland, VA | Mar 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- GA
- VA
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$356,622
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, VA
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