Matthew Harrison (CRD# 5273389) is an Investment Advisor Representative working at Lincoln Investment in Mesa, AZ and has over 15 years of experience in the finance industry.
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden West | Mesa, AZ | May 2015 - Current | 8 |
| Lincoln Investment | Wyncote, PA | May 2015 - Current | 8 |
| Bank Of America, N.a. | Chandler, AZ | Jan 2014 - May 2015 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Dec 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- CA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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