Danielle Dabney Harmon
Investment adviser representative at Clark Asset Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Clark Asset Management, LLCMar 2026 to now
- Blue TrustAug 2024 to Mar 2026
- Origin FinancialAug 2021 to Nov 2021
- Boundless Financial Services, LLCMay 2020 to Aug 2024
- Clark Asset Management, LLCNov 2018 to May 2020
- UnemployedJun 2014 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (SC).
Clark Asset Management, LLC
$1.3BAssets managed
275Clients
7Advisers
5 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
- 5253310
- Firm CRD
- 284480