Richard Harrison, financial advisor Winona Lake IN

Richard Harrison

CRD Number: 4360187
Current Firm: Sym Financial Advisors

Richard Harrison (CRD# 4360187) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sym Financial Advisors Indianapolis, IN Apr 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Richard E. Harrison
Phone Number: 800-888-7968
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    3,330
    MILLIONS
  • Total Number of Accounts
    4,634
    ACCOUNTS
  • Average Account Value
    $718,654
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IL, IN, KY, LA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA

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