Richard Michael Harrison

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/1970 → Present
  Self-Employed
  Roseland, NJ
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Roseland, NJ
• 08/2000 → Present
  Kestra Investment Services, Llc
  Roseland, NJ

Other Businesses

Business Name: The Harrison Group Investment Related: Yes Address: 425 Eagle Rock Avenue Roseland NJ 07068 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 1/3/1975 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Sales and marketing.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-12-14

Designations

• Chartered Financial Consultant