John Harman (CRD# 5870217) is an Investment Advisor Representative working at Harman Rogowski & Associates in Mckinney, TX and has over 12 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harman, Rogowski, & Associates | Mckinney, TX | Feb 2019 - Current | 5 |
| John Harman, Cpa Pllc | Mckinney, TX | Jan 2008 - Current | 16 |
| Kestra Financial, Inc. | Mckinney, TX | Aug 2018 - Mar 2019 | < 1 |
| Questar Asset Management | Minneapolis, MN | May 2016 - Aug 2018 | 2 |
| Questar Capital Corporation | Minneapolis, MN | Mar 2016 - Aug 2018 | 2 |
| Woodbury Financial Services, Inc. | Mckinney, TX | May 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
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Total Assets Under Management98MILLIONS
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Total Number of Accounts454ACCOUNTS
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Average Account Value$215,968
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, TX
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