Robert Severin Harkson

Employer firm

Advisory Alpha, LLC CRD 158282

$4.37B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2016 → 01/2017
  Parker Financial Llc
  Silverdale, WA
• 05/2017 → Present
  Phase 2 Wealth Advisors Llc
  Gig Harbor, WA
• 02/2017 → 04/2017
  Unemployed
  Gig Harbor, WA
• 03/2019 → Present
  Advisory Alpha Llc
  Holland, MI

Previous Registrations

• 2017-05-04 → 2019-05-22
  Phase 2 Wealth Advisors Llc
  Gig Harbor, WA
• 2016-05-11 → 2017-02-15
  Parker Financial Llc
  Silverdale, WA
  Gig Harbor, WA
• 2005-04-22 → 2016-05-12
  Thrivent Investment Management Inc.
  Gig Harbor, WA
  Gig Harbor, WA
  Gig Harbor, WA

Other Businesses

1) I ALSO AM COLLECTING TRAIL COMMISSIONS FOR GENWORTH LTCI POLICIES ISSUED WHEN I WAS A PART OF THE NATIONAL FIELD FORCE. IT IS NOT INVESTMENT RELATED. STARTED MARCH 2004. GENWORTH'S ADDRESS IS PO BOX 40008 LYNCHBURG VA 24501. THESE TRAIL COMMISSIONS TOTAL APPROXIMATELY $360 PER YEAR. 0 HOURS PER MONTH AND 0 DURING TRADING HOURS. 2) RENTAL PROPERTY, NOT INVESTMENT RELATED, SAME AS APPLICANT HOME ADDRESS, RENTAL OF APARTMENT ATTACHED TO HOME, OWNER, 5 HOURS PER MONTH, NONE DURING TRADING HOURS, PERFORMS NECESSARY MAINTENANCE ON HOME

Exams

• S66 Uniform Combined State Law Examination
  2005-03-31
• S63 Uniform Securities Agent State Law Examination
  2004-12-09

Designations

• Certified Financial Planner