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Kristofer Thomas Harrison

Northeastern Financial Consultants, Inc.

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About Kristofer Thomas Harrison

Kristofer Harrison is a financial advisor with Northeastern Financial Consultants, Inc., registered with the state of South Carolina, with offices in Mount Pleasant, South Carolina, and South Abington Township, Pennsylvania. Kristofer is also licensed in Florida, Pennsylvania, and Texas. Kristofer has been in the industry since 2005 and is a Certified Financial Planner. Kristofer works with individuals, corporations, and charitable organizations. Kristofer provides financial planning, pension consulting, and portfolio management services.

Firm Information

Kristofer Harrison is currently registered with Northeastern Financial Consultants, Inc.. Northeastern Financial Consultants, Inc. is an investment advisor specializing in financial planning, pension consulting, and portfolio management for both individuals and businesses. They serve a diverse clientele including high net worth individuals, corporations, charitable organizations, and individuals other than high net worth. Their approximate assets under management are $63,421,900.

$63.42M

Assets Under Management

1

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Kristofer Harrison’s Registration & Firm History

SC

12/10/2018 - Present

Northeastern Financial Consultants, Inc. (MOUNT PLEASANT SC)

PA

07/15/2005 - 06/09/2007

CITIGROUP GLOBAL MARKETS INC. (WILKES BARRE PA)

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Licenses & Designations

IA

Issued 07/27/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristofer Thomas Harrison.
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