Profil
Mr. Stephen L.
Harrison, Jr., is a Managing Partner at Exeter Financial LLC.
He is also the co-founder of Exeter Financial.
Mr. Harrison and team provide High Net Worth individuals, families, and related entities with comprehensive and integrated wealth management services which include strategic planning, investment consulting, alternative investment strategies, single stock risk management, and estate and tax planning through professional intermediaries.
Prior to becoming a founding member of Exeter Financial, Mr. Harrison served as Managing Director, Private Wealth Management at Friedman, Billings, Ramsey (FBR).
Prior to his tenure at FBR, Mr. Harrison served as Senior Vice President for The Private Bank at Bank of America and Vice President at Northern Trust.
Mr. Harrison received his Business Degree from the University of Washington.
In addition, he currently has the following professional credentials: Certified Investment Management Analyst (CIMA), General Securities Representative (Series 7), Investment Advisor (Series 65), Uniform State Law (Series 63), General Securities Principal (Series 24), as well as Life and Health Insurance.
Postes actifs de Stephen Leon Harrison
| Sociétés | Poste | Début |
|---|---|---|
Exeter Financial LLC
 Exeter Financial LLC Investment ManagersFinance Exeter Financial LLC (Exeter) is a SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded in 2006 by Stephen L. Harrison, Jr. They are a wholly owned subsidiary of Alkeme Holdings LLC, which owns Exeter through two intermediary wholly owned entities. Exeter provides an extensive suite of financial services to high-net-worth individuals and their families as well as institutions and family offices. | Directeur Général | 16/11/2006 |
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| Entreprise privées | 1 |
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Exeter Financial LLC
Exeter Financial LLC Investment ManagersFinance Exeter Financial LLC (Exeter) is a SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded in 2006 by Stephen L. Harrison, Jr. They are a wholly owned subsidiary of Alkeme Holdings LLC, which owns Exeter through two intermediary wholly owned entities. Exeter provides an extensive suite of financial services to high-net-worth individuals and their families as well as institutions and family offices. | Finance |
