Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Harmon has been in the financial services industry since 2003, holding registrations with both the state of Oregon and FINRA. Rita is a Registered Representative and Investment Advisor Representative with Avantax Advisory Services. Rita's experience includes working with individuals, families, and businesses, offering financial planning, investment management, and retirement planning services. Rita is a member of the Douglas-Harmon CPA LLC, a Certified Public Accounting firm, providing tax planning, tax preparation, estate planning, bookkeeping, payroll, business consulting and general accounting services to individuals, businesses, estates & trusts. Rita is committed to providing her clients with personalized service and a comprehensive financial plan to help them reach 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
04/05/2016 - Present
Avantax Advisory Services (Canby OR)
OR
03/14/2003 - 03/17/2016
HD VEST INVESTMENT SERVICES (CANBY OR)
BOTH
Issued 08/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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