Unclaimed
Samantha Harrison is a financial advisor with over 10 years of experience in the financial services industry. Samantha has worked for several firms including Edward Jones, Bank of America, Merrill Lynch, and Personal Capital Advisors Corporation. Samantha currently works with Empower Advisory Group, LLC. Samantha's specialties include Financial Planning, Portfolio Management for Individuals, and Educational Seminars. Samantha provides advisory services to individuals, corporations, charitable organizations, pension and profit sharing plans, state and municipal government entities, and individuals other than high net worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TX
08/20/2015 - 07/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCKINNEY TX)
TX
05/16/2012 - 08/14/2015
EDWARD JONES (MURPHY TX)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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