Loren Harwood, financial advisor Coos Bay OR
76 score

Loren Harwood

CRD Number: 5330317
Current Firm: Symphonic Financial Advisors LLC

Loren Harwood (CRD# 5330317) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in Coos Bay, OR and has over 9 years of experience in the finance industry. Loren Harwood 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.

Similar Advisors
Jared Barber, financial advisor Coos Bay OR
Jared N. Barber
CRD# 5150314
Edward Jones
Score
93
Similar Advisors
Richard Chiesa, financial advisor Coos Bay OR
Richard J. Chiesa
CRD# 1745879
H.d. Vest Advisory Services, Inc.
Score
93
Similar Advisors
Judith Crawford, financial advisor Coos Bay OR
Judith N. Crawford
CRD# 1401570
Legend Advisory Corporation
Score
93
Professional Designations
Company Name Location Dates Years
Loren B Harwood, Cpa, LLC Coos Bay, OR Oct 2009 - Current 7
Hmw LLC North Bend, OR Jul 2008 - Oct 2009 1
Merrill Lynch Dallas, TX May 2007 - Jun 2008 1
Cain Watters &amp; Assoc. Dallas, TX Dec 2006 - May 2007 < 1
Unemployed Dallas, TX Oct 2006 - Dec 2006 < 1
Umpqua Resource Management Sutherlin, OR May 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Loren B. Harwood
Phone Number: 212-702-3500
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    126
    MILLIONS
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $74,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Loren Harwood and other advisors.
BADGES
76

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.