Danny Harlow, financial advisor Vancouver WA

Danny Harlow

CRD Number: 864818
Current Firm: Harlow Wealth Management, Inc.

Danny Harlow is the President and Chief Compliance Officer for Harlow Wealth Management, Inc. He began working in the financial services industry in 1973 and is well versed in financial and tax planning topics and strategies.

 

Mr. Harlow is also a weekly contributor and the selected trusted advisor of The Harlow Wealth Retirement Hour, a national radio program focused on retirement planning, airing each week on local radio stations 93.9 KPDQ-FM on Saturday mornings at 8:00 a.m., KPAM 860-AM on Saturday mornings at 9:00 a.m., and KXL-FM 101.1 on Sunday at 12:00 p.m. He also has been featured in Newsweek magazine as one of America’s premiere experts in financial planning and has been a special guest discussing retirement planning on The Brian Tracy television show.

 

Mr. Harlow is married and is a long time resident of the Pacific Northwest. In his free time he enjoys spending time with his family, particularly his grandchildren, and playing golf.

CONTACT
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Company Name Location Dates Years
Harlow Wealth Management, Inc. Vancouver, WA Jul 2017 - Current 3
Nw Tax Advisory Group, Inc. Vancouver, WA Jan 2005 - Current 16
Brokers International Vancouver, WA Jan 2007 - Feb 2009 2
American General Securities Incorporated Vancouver, WA Oct 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Dec 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Danny J. Harlow
Phone Number: 360-573-2522
Advisor Website: http://harlowwealth.com
Registered State(s):
  • AZ
  • 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

AL, AZ, CA, OR, TX, UT, 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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Data verified by both the advisor and the public regulatory data.

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