Rita Nicholle Harmon
Investment adviser representative at Cetera Investment Advisers LLC
26 yearsExperience
1 stateRegistered in
PFSDesignation
$256.8BFirm assets
Are you Rita Nicholle Harmon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Master's Touch Property Company LLCOct 2025 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Douglas-harmon Cpa LLCFeb 2010 to now
- Lifetime Financial Solutions, IncJan 2000 to now
- Avantax Advisory ServicesMar 2016 to Sep 2025
- Avantax Investment Services, Inc.Mar 2016 to Sep 2025
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4452262
- Firm CRD
- 105644