Michelle Harrison (CRD# 6021969) is an Investment Advisor Representative working at Heritage Wealth Management, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Wealth Management, Inc. | San Diego, CA | Nov 2021 - Current | 2 |
| The Kocen Financial Group | San Diego, CA | Sep 2021 - Current | 2 |
| Lpl Financial LLC | San Diego, CA | Jun 2017 - Sep 2021 | 4 |
| Td Ameritrade Institutional | San Diego, CA | Mar 2013 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- CA
-
Total Assets Under Management377MILLIONS
-
Total Number of Accounts819ACCOUNTS
-
Average Account Value$460,277
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, TX
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