Harlan Storey, financial advisor North Canton OH
90 score

Harlan Storey

CRD Number: 1158093
Current Firm: Storey & Associates

Harlan Storey (CRD# 1158093) is an Investment Advisor Representative working at Storey & Associates in North Canton, OH and has 1 year of experience in the finance industry. Harlan Storey 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.

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Professional Designations
Company Name Location Dates Years
Storey & Associates North Canton, OH Oct 2009 - Current 8
Cornerstone Captial Advisors Uniontown, OH Jan 1984 - Oct 2009 25

Harlan Storey has no recent exams reported.
Contact Info for Harlan G. Storey
Phone Number: 330-526-8944
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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