Harrison Rafiq, financial advisor Towson MD

Harrison Rafiq

CRD Number: 7348300
Current Firm: Wms Partners, LLC

Harrison Rafiq (CRD# 7348300) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Wms Partners Towson, MD Feb 2022 - Current 2
Rf Industries Timonium, MD Oct 2021 - Dec 2021 < 1
Morgan Stanley Baltimore, MD Jun 2021 - Sep 2021 < 1
Charles A. Pastrana & Son's Annapolis, MD May 2019 - May 2021 2
Unemployed Annapolis, MD Jan 2019 - May 2019 < 1
True Value Annapolis, MD Mar 2016 - Jan 2019 2
Unemployed, Pre-college Annapolis, MD Jan 2012 - Mar 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2022
Contact Info for Harrison D. Rafiq
Phone Number: 410-337-7575
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    5,664
    MILLIONS
  • Total Number of Accounts
    4,434
    ACCOUNTS
  • Average Account Value
    $1,277,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, ND, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA

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