Lami M Harmon
Investment adviser representative at Vestwell Advisors LLC
16 yearsExperience
1 stateRegistered in
$1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Vestwell Advisors LLCJul 2026 to now
- Vestwell Securities, LLCJul 2026 to now
- VestwellFeb 2024 to now
- Morgan Stanley Smith Barney LLCDec 2021 to Dec 2023
- Gwfs Equities, IncDec 2020 to Nov 2021
- Transamerica Capital IncApr 2019 to Oct 2020
- UnemployedNov 2018 to Apr 2019
- Jackson National Life DistributorsSep 2010 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Vestwell Advisors LLC
$1BAssets managed
83,310Clients
8Advisers
10 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
- 5250595
- Firm CRD
- 284173