Joseph Harmon, financial advisor Grand Rapids MI

Joseph Harmon

CRD Number: 5942458
Current Firm: Rcplanners

Joseph Harmon (CRD# 5942458) is an Investment Advisor Representative working at Rcplanners in Grand Rapids, MI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Capital Planners, LLC Glen Allen, VA Jun 2021 - Current 2
Camelot Advisors Llc D/b/a Harmon Wealth Management Grand Rapids, MI Mar 2018 - Jun 2021 3
Cambridge Investment Research, Inc. Fairfield, IA May 2013 - Mar 2018 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2013 - Mar 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Joseph P. Harmon
Phone Number: 804-372-7337
Registered State(s):
  • MD
  • MI
By the Numbers
  • Total Assets Under Management
    66
    MILLIONS
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $118,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MD, MI, NC, PA, SC, VA

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