Robert Harbison, financial advisor Rome GA
96 score

Robert Harbison

CRD Number: 4516041
Current Firm: Park Avenue Securities LLC

Robert Harbison (CRD# 4516041) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rome, GA and has over 14 years of experience in the finance industry.

Similar Advisors
Lane Mullinax, JD, CFP, MBA, CRPS, financial advisor Rome GA
Lane Mullinax, JD, CFP, MBA, CRPS
CRD# 1441002
Npv Advisory Services, LLC
Score
107
Similar Advisors
Michael Argo, financial advisor Rome GA
Michael K. Argo
CRD# 1981586
Dempsey Lord Smith, LLC
Score
96
Similar Advisors
Harry Arrowood, financial advisor Rome GA
Harry R. Arrowood
CRD# 1952919
Invest Financial Corporation
Score
96
Professional Designations
Company Name Location Dates Years
Peachtree Planning Corporation Rome, GA Apr 2002 - Current 14
Park Ave Securities Rome, GA Feb 2002 - Current 14
Guardian Life Ins Co Rome, GA Feb 2002 - Current 14
Redmond Rd Church Of Christ Rome, GA Jun 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Robert L. Harbison
Phone Number: 1-888-600-4667
Registered State(s):
  • AL
  • GA
  • IN
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Harbison and other advisors.
BADGES
96
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.