Laura
Harrison

First Affirmative Financial Network LLC

CRD#7241545
Investment Advisor
in Toledo, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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
George Gay
Colorado Springs, CO
James Horlacher
Lenexa, KS
Stephen Siegel
Baltimore, MD
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started