Robert Harkson, financial advisor Gig Harbor WA

Robert Harkson

CRD Number: 4860256
Current Firm: Advisory Alpha, LLC

Robert Harkson (CRD# 4860256) is an Investment Advisor Representative working at Advisory Alpha, LLC in Gig Harbor, WA and has over 19 years of experience in the finance industry. Robert Harkson 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.

Similar Advisors
Kevin Byrne, financial advisor Gig Harbor WA
Kevin M. Byrne
CRD# 3220588
Byrne & Company Wealth Management, LLC
Similar Advisors
Eric Maclean, ChFC®, CLU®, AIF®, financial advisor Gig Harbor WA
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD# 5925615
Securities America Advisors, Inc.
Similar Advisors
Angela Jolley, financial advisor Gig Harbor WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Professional Designations
Company Name Location Dates Years
Advisory Alpha LLC Holland, MI Mar 2019 - Current 5
Phase 2 Wealth Advisors LLC Gig Harbor, WA May 2017 - Current 6
Unemployed Gig Harbor, WA Feb 2017 - Apr 2017 < 1
Parker Financial LLC Silverdale, WA May 2016 - Jan 2017 < 1
Thrivent Financial For Lutherans Appleton, WI Dec 2004 - Apr 2016 11
Thrivent Investment Management Inc. Gig Harbor, WA Sep 2004 - Apr 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Robert S. Harkson
Phone Number: 866-530-1400
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,786
    MILLIONS
  • Total Number of Accounts
    13,711
    ACCOUNTS
  • Average Account Value
    $130,267
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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 derived from SEC.gov data covering 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.

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.