Daniel Harbison, financial advisor Rockville MD
93 score

Daniel Harbison

CRD Number: 5351175
Current Firm: Research Financial Strategies

Daniel Harbison (CRD# 5351175) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Aug 2012 - Current 4
Reutemann Financial Solutions, Inc. Rockville, MD Aug 2010 - Current 6
Research Financial Strategies Rockville, MD Feb 2009 - Current 7
Lpl Financial Rockville, MD Feb 2009 - Jul 2012 3
Unemployed Rockville, MD Apr 2008 - Feb 2009 < 1
Morgan Stanley & Company, Incorporated Washington, DC Jun 2007 - Apr 2008 < 1
Unemployed Rockville, MD Aug 2006 - Jun 2007 < 1
Bethesda Crab House Bethesda, MD Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Daniel K. Harbison
Phone Number: 301-294-7500
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    381
    MILLIONS
  • Total Number of Accounts
    3,029
    ACCOUNTS
  • Average Account Value
    $125,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, DC, DE, FL, GA, IL, LA, MD, NC, NY, OH, PA, TN, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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