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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kent Harrison is a financial advisor in Madisonville, LA. William is currently registered with Columbia Management Investment Distributors, Inc. William has been in the industry since February 7, 2007 and has been registered with the SEC since June 7, 2010. William is also registered in Alabama, Louisiana and Mississippi. William is a licensed investment advisor representative with Columbia Management Investment Advisers, Llc. William has worked for John Hancock Distributors LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. William specializes in asset allocation, mutual funds, retirement planning, fixed income and insurance. William is also a registered investment advisor in Alabama, Louisiana, and Mississippi.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
06/07/2010 - Present
Columbia Management Investment Distributors, Inc. (BOSTON MA)
MA
12/14/2006 - 05/29/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
KY
12/21/2005 - 10/30/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
BOTH
Issued 03/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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