Harrison Tanner Smith
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCOct 2024 to now
- Zions BankOct 2024 to now
- Zions DirectFeb 2022 to Sep 2024
- Wells Fargo Clearing Services, LLCJun 2020 to Feb 2022
- UnemployedFeb 2020 to Jun 2020
- Rhi General GroupNov 2019 to Feb 2020
- Wells Fargo Clearing Services LLCNov 2019 to Feb 2020
- UnemployedMay 2019 to Oct 2019
- Charles Koch InstituteJan 2019 to Apr 2019
- Idaho Freedom FoundationOct 2018 to Dec 2018
- UnemployedJan 2018 to Sep 2018
- Rexburg Business and Discovery CenterSep 2017 to Dec 2017
- UnemployedNov 2016 to Aug 2017
- WalmartAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7202374
- Firm CRD
- 6413