Michelle
Harbison
Arlington Partners LLC
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About this Advisor
Michelle Harbison is a certified financial planner who works in Birmingham, Alabama with 1 year of industry experience. Harbison is an advisor for Arlington Partners LLC. Harbison has gained experience at Wells Fargo Clearing Services, Wells Fargo Bank, Wells Fargo and Arlington Partners, LLC. Harbison holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama. Arlington Partners LLC is a registered investment firm based out of Birmingham, AL. The firm has a total of 39 employees. It handles $6 billion in assets under management between its 978 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 23 charitable organizations. Of its 978 accounts, 63% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Arlington Partners LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors depend on which service is provided. Fees charged by Arlington Partners LLC likely are comprised of any combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arlington Partners LLC Brokerage Details
$6,097,070,330
39
978
$6,234,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Michelle Harbison Work History
Michelle has been registered as a financial advisor for 1 years.*
Arlington Partners, LLC
Wells Fargo Clearing Services
Wells Fargo Bank
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle Harbison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arlington Partners LLC
Franklin, TN
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
