Nancy
Witter
Financial Harvest Wealth Advisors
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About this Advisor
Nancy Witter is a financial advisor based in Winter Park, Florida, working with Financial Harvest Wealth Advisors. Nancy has previously held a position at Financial Harvest, LLC. Nancy has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Nancy is part of Financial Harvest Wealth Advisors, which operates out of Winter Park, Florida. The firm has 8 employees and manages assets totaling $371.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Harvest Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Financial Harvest Wealth Advisors Brokerage Details
$371,560,284
8
1,129
$329,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nancy Witter Work History
Financial Harvest, LLC
Disclosures
Please visit the SEC profile of Nancy Witter 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 Financial Harvest Wealth Advisors
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
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