Thomas
Harnish
Northeast Planning Associates, Inc
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About this Advisor
Thomas Harnish is a financial advisor who works out of Bedford, New Hampshire with 7 years of relevant experience. Harnish is currently employed by Northeast Planning Associates, Inc. Over the course of their career, they have held roles at Ing, Penobscot Financial Advisors, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc, Lpl Financial, LLC and Northeast Planning Associates, Inc. Harnish holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Maine. Northeast Planning Associates, Inc is an advisory business based out of Bedford, NH. The investment advisory business has offices in 32 locations and a total of 126 financial advisors. It administers $256 million in assets under management across its 1,263 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,263 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Northeast Planning Associates, Inc has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically are based on which service is offered. Fee types charged by Northeast Planning Associates, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northeast Planning Associates, Inc Brokerage Details
$255,646,737
126
1,263
$202,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Thomas Harnish Work History
Thomas has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Northeast Planning Associates, Inc
Mid Atlantic Capital Corporation
Mid Atlantic Financial Management, Inc
Penobscot Financial Advisors
Ing
*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 Thomas Harnish 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 Northeast Planning Associates, Inc
Bangor, ME
Bedford, NH
Bedford, NH
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