Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Lawson Harkness is a registered investment advisor representative with Peak Wealth Group LLC, located in ST. AUGUSTINE, FL. Allan has been in the securities industry for over 20 years and is registered in Florida, Georgia, Missouri, and North Carolina. Allan is also the owner of Highland Financial Advisors, LLC, an insurance agency, and serves as its President. Peak Wealth Group LLC offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
12/12/2013 - Present
Peak Wealth Group LLC (ST. AUGUSTINE FL)
NC
09/20/2022 - 08/22/2023
QUANTUM CAPITAL, LLC (DURHAM NC)
FL
12/04/2020 - 09/12/2022
DEMPSEY LORD SMITH, LLC (SAINT AUGUSTINE FL)
FL
08/09/2011 - 12/04/2020
PEAK BROKERAGE SERVICES, LLC (Jupiter FL)
GA
07/17/2009 - 08/10/2011
CAPE SECURITIES INC. (ROSWELL GA)
GA
09/26/2005 - 07/17/2009
SECURITIES SERVICE NETWORK, INC. (ROSWELL GA)
MO
08/07/2002 - 09/26/2005
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
BOTH
Issued 08/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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