Richard Harman III, financial advisor Ormond Beach FL
100 score

Richard Harman III

CRD Number: 5374251
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

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
Similar Advisors
Jane Eddy, ChFC, financial advisor Ormond Beach FL
Jane S. Eddy, ChFC
CRD# 1617771
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
103
Similar Advisors
Colin Gray, financial advisor Ormond Beach FL
Colin T. Gray
CRD# 5932444
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
100
Similar Advisors
Laurie Taylor, financial advisor Ormond Beach FL
Laurie L. Taylor
CRD# 5141556
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
100
Professional Designations
Company Name Location Dates Years
National Planning Corporation Ormond Beach, FL Oct 2008 - Current 9
Anchor Certified Planners Group Ormond Beach, FL Mar 2007 - Current 10
Harman Homes Ormond Beach, FL Jul 2006 - Current 11
Aig Financial Advisors Ormond Beach, FL Jun 2007 - Oct 2008 1
David Weekley Homes Palm Coast, FL Oct 2005 - Jul 2006 < 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2007
S66 NASAA Uniform Combined State Law Examination Jul 2008
S24 General Securities Principal Examination (GP) Dec 2010
Contact Info for Richard E. Harman III
Phone Number: (386) 615-7526
Advisor Website: www.billgrigat.com
Firm Website: https://www.natplan.com
Registered State(s):
  • CO
  • CT
  • FL
  • KY
  • MA
  • NJ
  • NC
  • TX
  • WV
  • CA
  • GA
  • IL
  • MI
  • NY
  • OH
  • SC
  • TN
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • 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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Richard Harman III and other advisors.
BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.