Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harmon? Claim Your ProfileHarmon Laurin is an investment advisor representative with Mercer Global Advisors Inc. and is licensed to provide investment advisory services in Oregon. Harmon has been in the industry since 1983 and has a strong track record of providing comprehensive financial planning and investment management services to individuals and families, charitable organizations, and pension and profit sharing plans. Prior to joining Mercer Global Advisors Inc. Harmon worked at Sigma Investment Management Company and Columbia Financial Center Incorporated. Harmon is committed to helping clients achieve their financial goals and believes in building strong relationships with his clients based on trust and understanding.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
OR
12/19/2018 - Present
Mercer Global Advisors Inc. (Portland OR)
OR
06/18/1998 - 11/03/2004
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
RI
01/31/1994 - 03/18/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
PA
03/29/1983 - 08/02/1993
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 02/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/24/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Harmon Laurin is the right advisor for you? Invested Better is here to help.
