Danny
Harlow

Harlow Wealth Management, Inc

CRD#864818
Investment Advisor
in Vancouver, WA

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About this Advisor

Danny Harlow is a financial advisor based in Vancouver, Washington, working with Harlow Wealth Management, Inc. Danny has previously held a position at Harlow Wealth Management, Inc (formerly known as NW Tax Advisory Group, Inc). Danny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Oregon, Texas, and Washington. Currently, Danny is part of Harlow Wealth Management, Inc, which operates out of Vancouver, Washington. The firm has 14 employees and manages assets totaling $315.9 million. The firm 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Harlow Wealth Management, Inc includes asset-based, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

400 East Mill Plain Blvd. Suite 200
Vancouver, WA 98660

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Harlow Wealth Management, Inc Brokerage Details

Total Assets Under Management

$315,949,895

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

14

WA Average: 46
Total Number of Accounts

1,629

WA Average: 1,499
Average Account Size

$193,953

WA Average: $2,379,338

Investment Advisory Services

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

Danny Harlow Work History

2005 - Present (20 years)

Harlow Wealth Management, Inc(F/K/A Nw Tax Advisory Group, Inc)

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Danny Harlow 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 Harlow Wealth Management, Inc

Aaron Argiso
Vancouver, WA
Daniel Erickson
Vancouver, WA
Christopher Harlow
Vancouver, WA
Alex Diaz
Vancouver, WA
John Aarhus
Vancouver, WA
Danny Harlow
Vancouver, WA
Roger Cross
Vancouver, WA

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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