Laura
Harrison

First Affirmative Financial Network LLC

CRD#7241545
Investment Advisor
in Toledo, OH

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About this Advisor

Laura Harrison is a financial advisor based in Toledo, Ohio, working with First Affirmative Financial Network LLC. Laura has previously held positions at Edward Jones, The Selene Center, The Chabad House, Bittersweet Farms, Valley Of The Sun United Way, Northwest Ohio Community Shares, United Way Of Greater Toledo, Principle Business Enterprises, Us Together, James Pogue Enterprises, Salem Financial Group, Nylife Securities LLC, Eagle Strategies LLC, First Affirmative Financial Network, LLC, and Communitas Financial Planning Pbc. Laura has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Laura is part of First Affirmative Financial Network LLC, which operates out of Toledo, Ohio. The firm has 7 offices and 22 employees. The firm manages assets totaling $563.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at First Affirmative Financial Network LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Toledo, OH

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First Affirmative Financial Network LLC Brokerage Details

Total Assets Under Management

$563,837,798

OH Average: $2,349,664,866
Total Number of Employees

22

OH Average: 28
Total Number of Accounts

2,358

OH Average: 1,101
Average Account Size

$239,117

OH Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Laura Harrison Work History

2023 - Present (1 year)

First Affirmative Financial Network, LLC

2023 - 2023 (< 1 year)

Communitas Financial Planning Pbc

2022 - 2023 (1 year)

James Pogue Enterprises

2022 - 2023 (1 year)

Salem Financial Group

2022 - 2023 (1 year)

Nylife Securities LLC

2022 - 2023 (1 year)

Eagle Strategies LLC

2021 - 2021 (< 1 year)

Us Together

2020 - 2020 (< 1 year)

Edward Jones

2020 - 2021 (1 year)

Principle Business Enterprises

2019 - 2020 (1 year)

The Selene Center

2018 - 2019 (1 year)

The Chabad House

2017 - 2018 (1 year)

Bittersweet Farms

2016 - 2016 (< 1 year)

Valley Of The Sun United Way

2015 - 2016 (1 year)

Northwest Ohio Community Shares

2010 - 2015 (5 years)

United Way Of Greater Toledo

Disclosures

Please visit the SEC profile of Laura Harrison 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 First Affirmative Financial Network LLC

Kenneth Silva-Ballard
Lebanon, CT
Laura Harrison
Toledo, OH
Robert Pajak
West Newton, MA
Brenda Lenz
Lawrence, KS
Stephen Siegel
Baltimore, MD
George Gay
Colorado Springs, CO
James Horlacher
Lenexa, KS
Sigurd Bue
Westport, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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