Citigroup Global Markets Inc
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About this Advisor
Berkeley Harrison is an advisor who works in Los Angeles, California. Currently a registered financial advisor at Citigroup Global Markets Inc, Harrison has 10 years of work experience as a financial advisor. Harrison holds a Series 63 license, certifying the advisor as a securities broker. Harrison is able to work with investors in California. Harrison has gained experience at Citibank, N.A. / Citigroup Global Markets Inc, Comerica Bank and Wachovia Wealth Management. Citigroup Global Markets Inc is headquartered in Los Angeles, California, and has 631 additional brick-and-mortar locations in the United States. Overall, Citigroup Global Markets Inc manages $31 billion in assets throughout 43,518 client accounts and retains more than 8,126 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 20,508 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Citigroup Global Markets Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Citigroup Global Markets Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Berkeley Harrison Work History
Berkeley has 10 years of experience.
Citibank, N.A. / Citigroup Global Markets Inc
Wachovia Wealth Management
Berkeley Harrison has no disclosures.
Please visit their SEC profile for more details.