Harmon Laurin (CRD# 1102824) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Portland, OR and has over 30 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Portland, OR | Jan 2022 - Current | 2 |
| Sigma Investment Management Company | Portland, OR | Dec 2017 - Current | 6 |
| Mercer Global Advisors Inc. | Portland, OR | Jun 2021 - Jan 2022 | < 1 |
| Mercer Global Advisors Inc. | Portland, OR | Dec 2018 - Jun 2021 | 2 |
| Sigma Investment Management Company | Portland, OR | Jul 2005 - Dec 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- OR
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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