Russell Harlan (CRD# 5720388) is an Investment Advisor Representative working at Harlan Financial LLC in Lancaster, PA and has over 14 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rkr Real Estate | Lancaster, PA | Mar 2022 - Current | 2 |
| Harlan Financial LLC | Lancaster, PA | Oct 2020 - Current | 3 |
| Pcs | Lancaster, PA | Oct 2020 - Current | 3 |
| Alive3d | Lancaster, PA | Mar 2016 - Current | 8 |
| Securus Financial Services Dba Murray Securus Wealth Mgmt | Lancaster, PA | Oct 2009 - Oct 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- PA
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$267,343
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
PA
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