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Danielle Harmon, financial advisor Mauldin SC

Danielle Harmon

CRD Number: 5253310
Current Firm: Boundless Financial
Compensation Model: Fee Only
Danielle Harmon (CRD# 5253310) is an Investment Advisor Representative working at Boundless Financial in Mauldin, SC and has over 15 years of experience in the finance industry. Danielle Harmon 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Boundless Financial Services, LLC Simpsonville, SC May 2020 - Current 3
Origin Financial San Francisco, CA Aug 2021 - Nov 2021 < 1
Clark Asset Management, LLC Stratham, NH Nov 2018 - May 2020 1
Unemployed Greenville, SC Jun 2014 - Oct 2018 4
Ballentine Capital Advisors Greenville, SC Jan 2013 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Danielle D. Harmon
,
Phone Number: 864-432-5099
Advisor Website: http://www.boundless-financial.com
Firm Website: https://www.boundless-financial.com
Registered State(s):
  • SC
  • TX
Current Firm Details
Boundless Financial
Firm's CRD Number: 309807
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $2,510,400
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
The map below shows states where this firm has explicit registration only.

SC, TX

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Data verified by both the advisor and the public regulatory data.

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