Harriet Brackey, financial advisor New Orleans LA

Harriet Brackey

CRD Number: 5890540
Current Firm: First Horizon Advisors, Inc.

Harriet Brackey (CRD# 5890540) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in New Orleans, LA and has over 12 years of experience in the finance industry. Harriet Brackey 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.

Similar Advisors
Keith Deane, financial advisor New Orleans LA
Keith L. Deane
CRD# 5662176
Deane Retirement Strategies, Inc.
Similar Advisors
Michael Kreimer, financial advisor New Orleans LA
Michael W. Kreimer
CRD# 1451905
Newedge Advisors
Similar Advisors
Todd Tillery, financial advisor New Orleans LA
Todd C. Tillery
CRD# 2754864
Deane Retirement Strategies, Inc.
Professional Designations
Company Name Location Dates Years
First Horizon Advisors New Orleans, LA Jul 2020 - Current 3
Iberia Asset Management, Inc. New Orleans, LA Oct 2018 - Current 5
Iberia Wealth Advisors New Orleans, LA Sep 2018 - Current 5
Bdo Wealth Advisors, LLC Fort Lauderdale, FL Aug 2016 - Aug 2018 2
Gsk Wealth Advisors, Inc. (fka Kr Financial Services, Inc.) Fort Lauderdale, FL Jan 2012 - Aug 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Harriet J. Brackey
Phone Number: 1-800-213-3702
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    11,301
    MILLIONS
  • Total Number of Accounts
    9,360
    ACCOUNTS
  • Average Account Value
    $1,207,367
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Harriet Brackey and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.