Doane Harrison, financial advisor Alpharetta GA

Doane Harrison

CRD Number: 4255667
Current Firm: Merit Financial Advisors

Doane Harrison (CRD# 4255667) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Norman, OK Jan 2021 - Current < 1
Merit Financial Group, LLC Alpharetta, GA Jan 2021 - Current < 1
Harrison Henderson, Pllc Norman, OK Feb 2014 - Current 6
Avantax Advisory Services Norman, OK Oct 2019 - Jan 2021 1
Avantax Investment Services, Inc. Norman, OK Oct 2019 - Jan 2021 1
Avantax Insurance Services, Inc. Norman, OK Feb 2001 - Jan 2021 19
1st Global Advisors, Inc. Norman, OK Jan 2001 - Oct 2019 18
1st Global Capital Corp Norman, OK Aug 2000 - Oct 2019 19
Harrison Associates, Pc Norman, OK Oct 1977 - Feb 2014 36
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Doane F. Harrison
Phone Number: 678-867-7050
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    2,270
    MILLIONS
  • Total Number of Accounts
    7,216
    ACCOUNTS
  • Average Account Value
    $314,539
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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