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.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| 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 |
- OK
-
Total Assets Under Management2,270MILLIONS
-
Total Number of Accounts7,216ACCOUNTS
-
Average Account Value$314,539
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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