Samuel Dean Harrison
Investment adviser representative at Family Investment Center
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$689.3MFirm 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 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
14 years in the industry.
- Family Investment CenterApr 2023 to now
- Teddymd LLCDec 2016 to now
- Fidelity InvestmentsMar 2022 to Apr 2023
- J.P. Morgan Securities LLCMar 2020 to Mar 2022
- JPMorgan Chase Bank, N.A.Mar 2020 to Mar 2022
- Teddy Md, LLCJul 2012 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (AZ, KS, MO, TX).
Family Investment Center
Legal name: Family Investment Center, Inc.
$689.3MAssets managed
894Clients
12Advisers
21 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
- 7258138
- Firm CRD
- 113799