Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harris? Claim Your ProfileHarris Todd Doobrow is a financial advisor with RFG Advisory, LLC. Harris has over 20 years of experience in the financial services industry. Harris specializes in providing financial planning, portfolio management, and insurance services to individuals, families, businesses, and trusts. Harris has a wide range of experience working with clients across various stages of life, from young professionals to retirees. Harris is a Certified Financial Planner™ and a Chartered Financial Consultant™. Harris is committed to helping clients achieve their financial goals.
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.
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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2
AL
10/26/2020 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
AL
03/25/2017 - 10/26/2020
MML INVESTORS SERVICES, LLC (Vestavia AL)
AL
12/18/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
09/26/2013 - 12/18/2015
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
MA
07/03/2002 - 11/12/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NC
12/11/2000 - 03/04/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
07/11/2000 - 01/16/2001
AXA ADVISORS, LLC (NEW YORK NY)
MA
02/17/1999 - 12/02/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 10/10/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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