Harmon Financial Advisors, Inc.

Harmon Financial Advisors, Inc. (CRD# 155345) is a financial advisory firm headquartered in Brandon, MS. They manage $6,530,783 in 61 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Harmon Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
William P. Harmon
CRD#: 2670444
1061 Lake Village Circle, Suite 2, Brandon, MS 39047

William Harmon (CRD# 2670444) is an Investment Advisor Representative working at Harmon Financial Advisors, Inc. in Brandon, MS and has over 21 years of experience in the finance industry. William Harmon 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.

Mitchell C. Brown
CRD#: 4916063
369 Towne Center Blvd, Suite A, Ridgeland, MS 39157

Mitchell Brown (CRD# 4916063) is an Investment Advisor Representative working at Harmon Financial Advisors, Inc. in Ridgeland, MS and has over 11 years of experience in the finance industry.

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