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Carli Jean Harvey

Avantax Advisory Services

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About Carli Jean Harvey

Carli Jean Harvey is a financial advisor with Avantax Advisory Services. Carli has been in the financial services industry for over 9 years. Carli's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Carli holds the Series 7TO, Series 66, and SIE securities licenses. Carli is also a Certified Financial Planner and a Chartered Financial Consultant. Carli's office is located in Medford, Oregon.

Firm Information

Carli Harvey is currently registered with Avantax Advisory Services. Avantax Advisory Services is a registered investment advisor based in Dallas, Texas. They offer a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Avantax has over 2,400 investment advisor representatives and manages over $41 billion in assets for clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. They also offer wrap fee program participation and other services.
Avantax Advisory Services

3200 OLYMPUS BLVD

DALLAS, TX 75019

$41.70B

Assets Under Management

1,243

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor referral services to third-party investment managers; participant enrollment meetings

Solicitor referral services to third-party investment managers; participant enrollment meetings

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Carli Harvey’s Registration & Firm History

OR

07/21/2020 - Present

Avantax Advisory Services (MEDFORD OR)

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Licenses & Designations

BOTH

Issued 07/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carli Jean Harvey.
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