Richard Edward Harrison

Employer firm

Sym Financial Advisors CRD 107517

$5.81B regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → Present
  Sym Financial Advisors
  Indianapolis, IN

Previous Registrations

• 2007-10-26 → 2011-03-24
  Uvest Financial Services Group, Inc.
  Fishers, IN
  Fishers, IN
• 2006-07-21 → 2007-10-01
  Harrington Wealth Management Co
  Fishers, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-17

Other Names

• Rick Edward Harrison
• Rick Harrison