Harsh Mehra

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2009 → Present
  North Point Wealth Management
  Alpharetta, GA
• 01/2009 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2003-02-04 → 2009-01-06
  Ameriprise Financial Services, Llc
  Alpharetta, GA
  Suwanee, GA

Other Businesses

1. Fixed insurance sales, as of 03/1999, 5% of time spent during business hours, conducted at branch, investment related. 2. North Point Management, LLC, member of operating company for securities business, as of 10/10/2008, 1% of time spent during business hours, conducted at branch location, investment related. 3. Owner, Sahara Consulting, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 11/01/2021; 80% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-30

Designations

• Chartered Financial Consultant

Other Names

• Harry Mehra