Christen
Harrison

Soundview Advisors

CRD#6711968
Investment Advisor
in Olympia, WA

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About this Advisor

Christen Harrison is a financial advisor working in Olympia, Washington with a total of 1 year of industry experience. Harrison is an advisor for Soundview Advisors. Over the course of their career, Harrison has held roles at Home, Kansas State University, Kiley Juergens Wealth Management, Family Education And Support Services, Ragnar Wealth Management, LLC, Navigate Financial Inc, Commonwealth Financial Network and Soundview Advisors. Harrison maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Soundview Advisors is an advisory company operating out of Olympia, WA. The firm has a total of 12 employees. It controls $291 million in total assets between its 1,029 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,029 client accounts, 43% are held by high-net-worth clients who have at least $1 million in investable assets. Soundview Advisors has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees depend on the type of services provided. Fee types charged by Soundview Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1441 West Bay Drive Suite 201
Olympia, WA 98502

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Soundview Advisors Brokerage Details

Total Assets Under Management

$290,771,258

WA Average: $3,566,627,242
Total Number of Employees

12

WA Average: 46
Total Number of Accounts

1,029

WA Average: 1,499
Average Account Size

$282,577

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Christen Harrison Work History

Christen has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Soundview Advisors

2021 - Present (3 years)

Commonwealth Financial Network

2021 - 2022 (1 year)

Navigate Financial Inc

2020 - 2022 (2 years)

Navigate Financial Inc

2019 - 2020 (1 year)

Ragnar Wealth Management, LLC

2018 - 2020 (2 years)

Family Education And Support Services

2016 - 2017 (1 year)

Kiley Juergens Wealth Management

2015 - 2018 (3 years)

Kansas State University

2007 - 2020 (13 years)

Home

*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 Christen 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 Soundview Advisors

Krista Wallace
Olympia, WA
Ben Jennings
Olympia, WA
Christen Harrison
Olympia, WA
Kevin Rigg
Olympia, WA
Kevin Slater
Olympia, WA
Vicki Simpson
Seattle, WA

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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