Harry
Archer
Clarify Wealth Management
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About this Advisor
Harry Archer is a certified financial planner and chartered financial consultant operating in Pickerington, Ohio who has 1 year of relevant experience. Archer currently works for Clarify Wealth Management. Over the course of their career, they have held roles at Archer Financial Group LLC, Fsc Securities Corporation, Archer Financial Group, LLC and Clarify Wealth Management, Inc. Archer holds a Series 63 license, qualifying them as a securities agent, and is able to serve investors in Ohio. Clarify Wealth Management is a business that has its headquarters in Cincinnati, OH. It has $330 million in total assets across its 1,210 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 1,210 client accounts, 31% belong to high-net-worth clients who have more than $1 million in assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees vary depending on which service is offered. Fee types billed by Clarify Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clarify Wealth Management Brokerage Details
$329,625,204
11
1,210
$272,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Harry Archer Work History
Harry has been registered as a financial advisor for 1 years.*
Clarify Wealth Management, Inc
Archer Financial Group, LLC
Archer Financial Group LLC
Fsc Securities Corporation
*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 Harry Archer 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 Clarify Wealth Management
Cincinnati, OH
Lafayette, IN
Lafayette, IN
Cincinnati, OH
Cincinnati, OH
Pickerington, OH
Cincinnati, OH
Cincinnati, OH
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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.
