William Harmon (CRD# 2670444) is an Investment Advisor Representative working at Harmon Financial Advisors, Inc. in Flowood, MS and has over 28 years of experience in the finance industry. William Harmon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Provident Medical Solutions, Inc. | Flowood, MS | Jan 2024 - Current | < 1 |
| Harmon Financial Advisors, Inc. | Flowood, MS | Apr 2014 - Current | 10 |
| Harmon Cpa, Pllc | Flowood, MS | Sep 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
- LA
- MS
-
Total Assets Under Management13MILLIONS
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Total Number of Accounts17ACCOUNTS
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Average Account Value$753,571
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
LA, MS
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