Leslie
Harrison
Laird Norton Wealth Management
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About this Advisor
Leslie Harrison is a financial advisor operating out of Seattle, Washington with 3 years of relevant experience. Harrison is on the advisory team at Laird Norton Wealth Management. Their career trajectory has included roles at Symetra Securities, Inc, Symetra Financial, Filament, LLC, Nextsource, Capital One Sharebuilder and Laird Norton Wealth Management. Harrison has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Laird Norton Wealth Management is a registered investment company based out of Seattle, WA. The company has offices in three locations and a total of 97 advisors. It administers $4 billion in assets between its 2,706 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 2,706 accounts, 77% are associated with high-net-worth investors who have more than $1 million in investable assets. Laird Norton Wealth Management offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Financial management fees typically depend on the type of financial services offered. However, fee types billed by Laird Norton Wealth Management can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laird Norton Wealth Management Brokerage Details
$4,060,993,183
97
2,706
$1,500,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Leslie Harrison Work History
Leslie has been registered as a financial advisor for 3 years.*
Laird Norton Wealth Management
Laird Norton Wealth Management
Filament, LLC
Nextsource
Capital One Sharebuilder
Symetra Securities, Inc
Symetra Financial
*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 Leslie 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 Laird Norton Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Exton, PA
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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