Matthew Harrison, financial advisor Columbia MO
98 score

Matthew Harrison

CRD Number: 5273389
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Harrison (CRD# 5273389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Golden West Mesa, AZ May 2015 - Current 1
Lincoln Investment Wyncote, PA May 2015 - Current 1
Bank Of America, N.a. Chandler, AZ Jan 2014 - May 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Dec 2013 - May 2015 1
Unemployed Chandler, AZ Sep 2013 - Dec 2013 < 1
Wells Fargo Advisors LLC Chandler, AZ Sep 2011 - Sep 2013 2
Chase Investment Services Inc. Mesa, AZ Sep 2009 - Sep 2011 2
Edward Jones Gilbert, AZ Nov 2008 - Sep 2009 < 1
Edward Jones Tempe, AZ Jul 2006 - Nov 2008 2
Pure Fitness Tempe, AZ Mar 2007 - Jun 2007 < 1
Luxor Auto Group Scottsdale, AZ Sep 2006 - Dec 2006 < 1
East Valley Disaster Services Mesa, AZ Aug 2006 - Sep 2006 < 1
Bally's Total Fitness Gilbert, AZ Jul 2006 - Sep 2006 < 1
United States Marine Corps Twenty-nine Palms, CA Jul 2001 - Jul 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Matthew Harrison
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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