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 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Norman, OK Jan 2021 - Current 3
Merit Financial Group, LLC Norman, OK Jan 2021 - Current 3
Harrison Henderson, Pllc Norman, OK Feb 2014 - Current 10
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
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
  • TX
By the Numbers
  • Total Assets Under Management
    7,252
    MILLIONS
  • Total Number of Accounts
    25,088
    ACCOUNTS
  • Average Account Value
    $289,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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