Carli Harvey, financial advisor Medford OR

Carli Harvey

CRD Number: 5815889
Current Firm: Avantax Advisory Services

Carli Harvey (CRD# 5815889) is an Investment Advisor Representative working at Avantax Advisory Services in Medford, OR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services, Inc. Medford, OR Jul 2020 - Current < 1
Avantax Advisory Services Medford, OR Jul 2020 - Current < 1
Kdp LLP Medford, OR Jun 2019 - Current 1
1st Global Capital Corp. Medford, OR Sep 2019 - Oct 2019 < 1
The Hershey Company Hershey, PA Jul 2014 - May 2019 4
Statista Inc. Hamburg, Feb 2014 - Jul 2014 < 1
Oregon State University Corvallis, OR May 2009 - May 2014 5
Macy's Medford, OR Oct 2013 - Dec 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Carli J. Harvey
Phone Number: 972-870-6000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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