Adam Harrison (CRD# 7430012) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry. Adam Harrison 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# 4545110
Cambridge Investment Research Advisors, Inc.
CRD# 6659847
Rockefeller Capital Management
CRD# 2587716
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathstone | Bellevue, WA | Feb 2023 - Current | 1 |
| Pathstone Family Office | Bellevue, WA | Jul 2021 - Feb 2023 | 1 |
| University Of North Texas, Department Of Economics | Denton, TX | Jan 2021 - May 2021 | < 1 |
| Cumbie Advisory Services, Inc. | Forth Worth, TX | Jun 2014 - Dec 2020 | 6 |
- WA
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Total Assets Under Management48,258MILLIONS
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Total Number of Accounts25,825ACCOUNTS
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Average Account Value$1,868,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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