Jon Harville (CRD# 4090451) is an Investment Advisor Representative working at Avantax Advisory Services in Somerset, KY and has over 19 years of experience in the finance industry.
CRD# 4631513
Edward Jones
CRD# 6089342
Lpl Financial LLC
CRD# 4711616
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners, Inc. | Somerset, KY | Aug 2022 - Current | 1 |
| Avantax Advisory Services | Somerset, KY | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Somerset, KY | Oct 2019 - Current | 4 |
| Evans, Harville, Atwell & Company, Cpas, Pllc | Somerset, KY | Oct 2005 - Current | 18 |
| 1st Global Advisors, Inc. | Somerset, KY | Feb 2006 - Oct 2019 | 13 |
| 1st Global Capital Corp | Somerset, KY | Jul 2003 - Oct 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
- KY
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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