Diana Harrison (CRD# 4333412) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 22 years of experience in the finance industry. Diana Harrison 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.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plus Tax, Inc. (fka Diana Lj Harrison Cpa, Inc.) | Portland, OR | Sep 2018 - Current | 5 |
| Peak Brokerage Services, LLC | Jupiter, FL | Jun 2016 - Current | 7 |
| Financial Investment Team, Inc. (fka Harrison & Assoc. Wealth M) | Portland, OR | Jun 2005 - Current | 18 |
| Lewis And Harrison Cpa Group | Portland, OR | Sep 1992 - Sep 2018 | 26 |
| Divorce Asset Solutions, LLC | Portland, OR | Dec 2013 - Dec 2016 | 3 |
| Next Financial Group, Inc. | Portland, OR | Jan 2002 - Jun 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- OR
- TX
- WA
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts903ACCOUNTS
-
Average Account Value$176,458
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, OR, TX, WA
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