Charles Harriman, financial advisor Huntsville AL

Charles Harriman

CRD Number: 6293392
Current Firm: Cloud Investments, LLC

Charles Harriman (CRD# 6293392) is an Investment Advisor Representative working at Cloud Investments, LLC in Huntsville, AL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
American League Huntsville, AL Mar 2019 - Current 5
Cloud Investments, LLC Huntsville, AL Jan 2016 - Current 8
Cloud Financial, Inc. Huntsville, AL Jan 2014 - Current 10
Precision Capital Management Coppell, TX Mar 2015 - Jan 2016 < 1
Horter Investment Management, LLC Cincinnati, OH Jan 2014 - Mar 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Charles A. Harriman
Phone Number: 256-715-0094
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    238
    MILLIONS
  • Total Number of Accounts
    1,353
    ACCOUNTS
  • Average Account Value
    $175,954
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CO, FL, GA, MN, TN, TX

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