Cole Michael Harrington

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

• 04/2015 → 04/2019
  Jesuit College Preparatory School Of Dallas
  Dallas, TX
• 05/2019 → 12/2020
  University Of Oklahoma
  Norman, OK
• 01/2021 → 08/2023
  Texas A&M University
  College Station, TX
• 06/2021 → 07/2021
  Indian Creek Golf Course
  Carrollton, TX
• 09/2023 → 05/2024
  Parkway Wealth Management
  Plano, TX
• 03/2024 → Present
  Raymond James Financial Services, Inc.
  Grapevine, TX
• 09/2023 → 03/2024
  Raymond James Financial Services, Inc.
  Plano, TX
• 06/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Grapevine, TX
• 01/2025 → Present
  Dallas Wealth Advisors
  Dallas, TX
• 11/2023 → Present
  Kmam
  Dallas, TX

Other Businesses

(1) Name of Business: Dallas Wealth Advisors Address: 12240 Inwood Rd Ste 450, Dallas, TX, 75244-8087, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/14/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Creating formal financial plans, and other Financial Advisor standard tasks. My title is "Financial Advisor" so any tasks that are normally associated with this role apply. (2) Name of Business: KMAM Address: 12240 Inwood Rd Ste 450, Dallas, TX, 75244-8087, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advisor. Creating formal financial plans. (3) Name of Business: North Texas Wealth Partners Address: 1785 State Highway 26 Ste 200, Grapevine, TX, 76051-2217, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4) Name of Business: NTX Wealth Partners Address: 1785 State Highway 26 Ste 200, Grapevine, TX, 76051-2217, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2024-05-31

Other Names

• Cole Harrington