William Harrison (CRD# 5719791) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colchester, VT and has over 14 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Colchester, VT | Jul 2020 - Current | 3 |
| Mml Investors Services, LLC | Hadley, MA | Mar 2018 - May 2020 | 2 |
| Massmutual Life Insurance Co | Hadley, MA | Mar 2018 - May 2020 | 2 |
| Unemployed | Northampton, MA | Dec 2017 - Mar 2018 | < 1 |
| Gage Wiley And Company | Northampton, MA | Mar 2016 - Dec 2017 | 1 |
| Nylife Securities LLC | Colchester, VT | Jan 2014 - Feb 2016 | 2 |
| New York Life | Colchester, VT | Dec 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- VT
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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