Todd Wayne Harrison

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 11/2016 → 04/2018
  Raymond James Financial Services, Inc.
  Corvallis, OR
• 01/2016 → 11/2016
  Raymond James Financial Services, Inc.
  Corvallis, OR
• 04/2018 → Present
  Raymond James Financial Services, Inc.
  Corvallis, OR
• 08/2016 → Present
  First Tech Federal Credit Union
  Corvallis, OR
• 08/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Corvallis, OR

Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 1044 NE Circle Blvd, Corvallis, OR, 97330, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/08/2016 Hours per month devoted to this business: 41+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2019-07-18
• S63 Uniform Securities Agent State Law Examination
  2018-04-16

Other Names

• Todd Wayne Haugen Harrison