Richard Harman III, financial advisor Ormond Beach FL

Richard Harman III

CRD Number: 5374251
Current Firm: Cambridge Investment Research Advisors, Inc.

I'm a Financial Advisor and Accredited Investment Fiduciary specializing in retirement planning and wealth management strategies. I assist clients with developing a comprehensive financial plan and implementing customized strategies to put them on track for a successful retirement and keep them on track.

CONTACT
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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Apr 2018 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2018 - Current 5
Anchor Certified Planners Group Ormond Beach, FL Mar 2007 - Current 17
Harman Homes Ormond Beach, FL Jul 2006 - Current 17
Lpl Financial LLC Port Orange, FL Nov 2017 - Apr 2018 < 1
National Planning Corporation Ormond Beach, FL Oct 2008 - Nov 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Richard E. Harman III
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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

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