Harmony Financial Advisors, LLC
Harmony Financial Advisors, LLC (CRD# 138285) is a financial advisory firm headquartered in , . They manage $46,653,000 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management47MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$1,137,878
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Judith Haselton (CRD# 1139308) is an Investment Advisor Representative working at Harmony Financial Advisors, LLC in New York, NY and has over 12 years of experience in the finance industry. Judith Haselton 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.