Harrison Clark Obrien
Investment adviser representative at Norris Financial Group, LLC
11 yearsExperience
1 stateRegistered in
$353MFirm assets
8 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
- Pension consulting
Experience
11 years in the industry.
- Norris Financial Group, LLCJul 2026 to now
- Osaic Wealth, Inc.Jul 2026 to now
- Ameriprise Financial Services, LLCApr 2024 to Jul 2026
- TD Bank N.A.Jul 2022 to Apr 2024
- TD Private Client Wealth LLCJul 2022 to Nov 2023
- TD Bank AmcbSep 2018 to Jul 2022
- Clemson UniversityAug 2016 to Dec 2021
- Southern ValetJun 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
Norris Financial Group, LLC
$353MAssets managed
403Clients
4Advisers
8 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
- 7595881
- Firm CRD
- 129422