Financial Harvest Wealth Advisors
Financial Harvest Wealth Advisors (CRD# 148271) is a financial advisory firm headquartered in Winter Park, FL. They manage $121,759,964 in 454 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management122MILLION
Total Number of Accounts454ACCOUNTS
Average Account Value$268,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Nancy Witter (CRD# 4553458) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 15 years of experience in the finance industry.
David Witter (CRD# 4519401) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 15 years of experience in the finance industry. David Witter 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.