Harry W. Archer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Harry Wayne Archer, CFP®, who also goes by Harry W Archer, was a registered financial professional .
Harry is a previously registered financial professional and started their career in finance in 1998. Harry had worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2001
Experience
January 3, 2022 - December 14, 2023
CLARIFY WEALTH MANAGEMENT
May 27, 2014 - March 29, 2022
ARCHER FINANCIAL GROUP, LLC
September 10, 2003 - June 27, 2014
FSC SECURITIES CORPORATION
September 2, 2003 - June 27, 2014
FSC SECURITIES CORPORATION
January 2, 2003 - September 24, 2003
INVESTACORP ADVISORY SERVICES INC
November 22, 2002 - September 23, 2003
INVESTACORP, INC.
March 15, 2001 - December 4, 2002
BRECEK & YOUNG ADVISORS, INC.
March 25, 1998 - March 6, 2001
DONAHUE SECURITIES, INC.
January 1, 1998 - March 26, 1998
WALNUT STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CLARIFY WEALTH MANAGEMENT
CRD#: 172355 / SEC#: 801-108586
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,552 |
| AUM (Assets Under Management) | $ 410,038,742 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
