Charles Harriman, financial advisor Huntsville AL
90 score

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 4 years of experience in the finance industry.

Similar Advisors
William Bell, financial advisor Huntsville AL
William K. Bell
CRD# 4279289
Raymond James & Associates, Inc.
Similar Advisors
Lester Brol, financial advisor Huntsville AL
Lester T. Brol
CRD# 2604513
Brol Capital Management, LLC
Similar Advisors
Blake Brown, financial advisor Huntsville AL
Blake N. Brown
CRD# 4839568
H.d. Vest Advisory Services, Inc.
Company Name Location Dates Years
Cloud Investments, LLC Huntsville, AL Jan 2016 - Current 2
Cloud Financial, Inc. Huntsville, AL Jan 2014 - Current 4
Precision Capital Management Coppell, TX Mar 2015 - Jan 2016 < 1
Horter Investment Management, LLC Cincinnati, OH Jan 2014 - Mar 2015 1
First Commerical Bank Huntsville, AL Jun 2013 - Jan 2014 < 1
Tennessee Valley Medical Billing Huntsville, AL May 2011 - Jun 2013 2
Hunstville Hospital Huntsville, AL May 2010 - May 2011 1
Auburn University Auburn, AL Aug 2009 - May 2010 < 1
Shelby County Schools Helenaq, AL Aug 2008 - Jul 2009 < 1
Auburn University Auburn, AL Aug 2003 - May 2008 4
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
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

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.