Harvest Investment Advisors, LLC

Harvest Investment Advisors, LLC (CRD# 136693) is a financial advisory firm headquartered in Tallahassee, FL. They manage $60,600,000 in 174 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $348,276
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, GA, TX

Financial Advisors at Harvest Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Millard D. Roberts
CRD#: 4554816
2367 Centerville Road, Tallahassee, FL 32308
90
Wealthminder
score

Millard Roberts (CRD# 4554816) is an Investment Advisor Representative working at Harvest Investment Advisors, LLC in Tallahassee, FL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.