Richard Harshman, financial advisor Cumberland MD
93 score

Richard Harshman

CRD Number: 1785674
Current Firm: Cbiz Retirement Plan Advisory Services

Richard Harshman (CRD# 1785674) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cbiz Financial Solutions, Inc. Cumberland, MD Sep 1998 - Current 18
Cbiz Benefits & Insurance Services Of Maryland, Inc. Cumberland, MD Mar 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Richard L. Harshman
Phone Number: 216-447-9000
Firm Website: http://www.smartplan.com
Registered State(s):
  • MD
  • NH
  • VA
By the Numbers
  • Total Assets Under Management
    11,332
    MILLIONS
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $11,670,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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