Christopher Harlow, financial advisor Vancouver WA

Christopher Harlow

CRD Number: 6057956
Current Firm: Harlow Wealth Management, Inc.

Chris is a Certified Public Accountant (CPA) and an Investment Adviser Representative (IAR) holding his Series 65 and Life Insurance licenses.  Chris has been with the firm since 2012, is a shareholder, and is the Company Vice President. 

Prior to joining Harlow Wealth Management, Inc., he worked with the Internal Revenue Service (IRS) as a Revenue Agent for nearly 10 years.  Chris audited businesses such as Partnerships, S-Corporations, C-Corporations, Trusts, Sole Proprietors, and also various abusive tax avoidance transactions.  During his time with the IRS, Chris became a Certified IRS Instructor teaching S-Corporation and Partnership Tax Law to Revenue Agents from across the country and also became the acting Group Manager for one of the audit groups in Portland, Oregon.  These experiences have instilled in him wisdom beyond his years, which has brought considerable value to the clients of NW Tax & Wealth Advisory Group, Inc. Chris believes whole-heartedly in trust-based relationships and brings this conviction to his planning practices.

 

Chris is married and has three children.  He is a graduate from Pacific Lutheran University with a BBA in Business and concentration in Accounting.  In his free time, Chris enjoys spending time with his family and playing golf.

CONTACT
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Professional Designations
Company Name Location Dates Years
Harlow Wealth Management, Inc. Vancouver, WA Jul 2017 - Current 2
Nw Tax Advisory Group Vancouver, WA Apr 2012 - Current 8
Internal Revenue Service Portland, OR Sep 2002 - Feb 2012 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Christopher D. Harlow
Phone Number: 360-573-2522
Advisor Website: http://www.harlowwealth.com
Registered State(s):
  • WA
  • OR
By the Numbers
  • Total Assets Under Management
    187
    MILLIONS
  • Total Number of Accounts
    1,464
    ACCOUNTS
  • Average Account Value
    $128,024
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, OR, TX, WA

Firm Disclaimer:

Harlow Wealth Management, Inc. is a SEC Registered Investment Adviser and an insurance agency registered with State of Washington and other states

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

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