AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
HS

Harrison Sparkman Ambrose

Texas·CRD #6857125
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Flat Fee
View profile
HS

Harrison Spencer Hamilton

Arizona·CRD #6761790
Dual-registered

Dual-registered at SUNBELT SECURITIES

Experience
9 yrs
States
12
Exams
4
Since
2017
Est. fee
AUM / Flat Fee
Minimum
$25k
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HS

Harrison Stephen Porter

Minnesota·CRD #6541059
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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HS

Harrison Strong Horton

South Carolina·CRD #8176821
IA Rep

Investment Adviser Rep at INNOVATIVE FAMILY OFFICE LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM
Minimum
$1.1M
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HT

Harrison Taylor McDaniel

Alabama·CRD #7242485
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
HT

Harrison Taylor Odaniell

Massachusetts·CRD #7142350
IA Rep

Investment Adviser Rep at CHOATE INVESTMENT ADVISORS

Experience
7 yrs
States
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10.0M
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HW

Harrison William Maizels

California·CRD #6062291
Dual-registered

Dual-registered at CORE PLANNING

Experience
9 yrs
States
11
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
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HW

Harrison Wustefeld

Vermont·CRD #8185026
IA Rep

Investment Adviser Rep at VANDERBILT ADVISORY SERVICES

States
1
Exams
2
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
HS

Harris Stephen Tuchman

Florida·CRD #5677161
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Flat Fee
View profile
HW

Harriss W Lauderdale

Texas·CRD #5932813
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
HW

Harris Wayne Willner

California·CRD #3146767
Dual-registered

Dual-registered at TTP INVESTMENTS, INC.

Experience
28 yrs
States
3
Exams
2
Since
1998
Fee
AUM / Other
View profile
HA

Harry Albert Wellons III

North Carolina·CRD #3058653
Dual-registered

Dual-registered at CASCADES CAPITAL ASSET MANAGEMENT, LLC

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM
View profile
HA

Harry Alexa Campbell-Lamerton

Alabama·CRD #7857053
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
HA

Harry August Smith III

Idaho·CRD #1260018
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
41 yrs
States
3
Exams
7
Since
1985
Est. fee
AUM / Flat Fee
View profile
HB

Harry Bernard Breda

Texas·CRD #2808984
Dual-registered

Dual-registered at WESTWOOD MANAGEMENT CORP

Experience
21 yrs
States
1
Exams
6
Since
2005
Fee
AUM / Performance-based
View profile
HB

Harry Bonn

California·CRD #821194
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
50 yrs
States
1
Exams
6
Since
1976
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HB

Harry Bradford Allcott

Texas·CRD #1707170
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
HC

Harry Chang Kim

California·CRD #4292849
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HC

Harry Charles Katz

New York·CRD #1174809
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HC

Harry Charles Loftus III

Texas·CRD #1733345
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
39 yrs
States
1
Exams
6
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
HD

Harry Dekle Vann

Georgia·CRD #2953772
Dual-registered

Dual-registered at &PARTNERS

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
HE

Harry Edward Figgie

Connecticut·CRD #5578814
Dual-registered

Dual-registered at GREENWICH WEALTH MANAGEMENT, LLC

Experience
16 yrs
States
3
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
HE

Harry Edwards Thomas

Pennsylvania·CRD #445159
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
53 yrs
States
1
Exams
6
Since
1973
Est. fee
AUM / Hourly / Flat Fee
View profile
HE

Harry Eugene Butson

Louisiana·CRD #1994379
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
37 yrs
States
3
Exams
6
Since
1989
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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