Harrison
Smith

Lpl Financial LLC

CRD#7202374
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Harrison Smith is a financial advisor based in Salt Lake City, Utah, working with Lpl Financial LLC. Harrison has previously held positions at Rhi General Group, Wells Fargo Clearing Services LLC, Charles Koch Institute, Idaho Freedom Foundation, Rexburg Business And Discovery Center, Walmart, Medical Recovery Services, Wells Fargo Clearing Services, LLC, Zions Direct, Zions Bank, and Lpl Financial. Harrison has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Harrison is part of Lpl Financial LLC, which operates out of Salt Lake City, Utah. The firm has 18,523 offices and 37,893 employees. The firm manages assets totaling $618.9 billion and serves 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, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based 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, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

One South Main Street
Salt Lake City, UT 84133

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$618,922,975,737

UT Average: $646,059,043
Total Number of Employees

37,893

UT Average: 13
Total Number of Accounts

2,369,378

UT Average: 661
Average Account Size

$261,217

UT Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Harrison Smith Work History

2024 - Present (1 year)

Zions Bank

2024 - Present (1 year)

Lpl Financial

2022 - 2024 (2 years)

Zions Direct

2020 - 2022 (2 years)

Wells Fargo Clearing Services, LLC

2019 - 2020 (1 year)

Rhi General Group

2019 - 2020 (1 year)

Wells Fargo Clearing Services LLC

2019 - 2019 (< 1 year)

Charles Koch Institute

2018 - 2018 (< 1 year)

Idaho Freedom Foundation

2017 - 2017 (< 1 year)

Rexburg Business And Discovery Center

2016 - 2016 (< 1 year)

Walmart

2009 - 2016 (7 years)

Medical Recovery Services

Disclosures

Please visit the SEC profile of Harrison Smith 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Harish Kumar
Fairfield, CA
Clark Geranen
Danville, CA
Greg Holzer
Mount Pleasant, PA
Jessica Simmons
Everett, WA
Nicholas Jansson
Fort Mill, SC
Kyle Smith
Pittsfield, MA
Ashley Fernandez
Santa Barbara, CA

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