Diana Lj Harrison
Investment adviser representative at Financial Investment Team ("fit")
34 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$209.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
34 years in the industry.
- Plus Tax, Inc. (fka Diana Lj Harrison Cpa, Inc.)Sep 2018 to now
- Peak Brokerage Services, LLCJun 2016 to now
- Financial Investment Team ("fit")Jan 2009 to now
- Financial Investment Team, Inc. (fka Harrison & Assoc. Wealth M)Jun 2005 to now
- Divorce Asset Solutions, LLCDec 2013 to Dec 2016
- Lewis and Harrison Cpa GroupSep 1992 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Financial Investment Team ("fit")
Legal name: Financial Investment Team, Inc.
$209.1MAssets managed
303Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4333412
- Firm CRD
- 145724