Gerri Harrison (CRD# 2822207) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 27 years of experience in the finance industry. Gerri Harrison 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.
CRD# 4176455
Morgan Stanley
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4403569
Moors & Cabot, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Visions Analysis LLC | Endicott, NY | May 2023 - Current | < 1 |
| Lpl Financial LLC | Johnson City, NY | Jan 2022 - Current | 2 |
| Visions Federal Credit Union | Johnson City, NY | Jan 2022 - Current | 2 |
| Planning With Purpose | Johnson City, NY | Jul 2016 - Jan 2022 | 5 |
| J.w. Cole Financial, Inc. | Tampa, FL | Sep 2013 - Jan 2022 | 8 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Sep 2013 - Jan 2022 | 8 |
| Gerri Harrison Services Inc D/b/a Ever Evolving Enterprises | Johnson City, NY | Jun 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- NY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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
- Other
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