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. Harrison works at First Affirmative Financial Network LLC. Their career trajectory has included roles 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 and Eagle Strategies LLC. Harrison has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Ohio. First Affirmative Financial Network LLC is a company headquartered in Colorado Springs, CO. The investment advisory business has offices in nine locations and a total of 25 people on staff. It controls $695 million in assets under management between its 2,412 accounts, placing it among the larger firms in the nation by assets under management. The firm provides financial advice to 93 charities and foundations. Of its 2,412 customer accounts, 53% are held by high-net-worth clients who have greater than $1 million in investable assets. First Affirmative Financial Network LLC has a wide range of services, including 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. Fees charged by financial advisors typically depend on the type of services. Fees billed by First Affirmative Financial Network LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

$695,180,179

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

25

OH Average: 28
Total Number of Accounts

2,412

OH Average: 1,101
Average Account Size

$288,217

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

Laura has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

James Pogue Enterprises

2022 - Present (2 years)

Salem Financial Group

2022 - Present (2 years)

Nylife Securities LLC

2022 - Present (2 years)

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

*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 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

Laura Harrison
Toledo, OH
David Behnke-Seper
Eau Claire, WI
Robert Pajak
West Newton, MA
Brenda Lenz
Lawrence, KS
James Horlacher
Lenexa, KS
George Gay
Colorado Springs, CO
Stephen Siegel
Baltimore, MD
Sigurd Bue
Westport, CT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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