Gilbert W. Harrison
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.
Gilbert Waters Harrison II, who also goes by Bill Harrison II, Billy Harrison, was a registered financial professional .
Gilbert is a previously registered financial professional and started their career in finance in 1991. Gilbert had worked at 7 firms and has passed the Series 66, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 20, 2014 - March 3, 2016
BFG WEALTH
January 9, 2012 - August 26, 2014
ARVEST WEALTH MANAGEMENT
January 6, 2012 - August 26, 2014
ARVEST WEALTH MANAGEMENT
July 5, 2011 - October 13, 2011
LPL FINANCIAL LLC
July 5, 2011 - October 13, 2011
LPL FINANCIAL LLC
February 5, 2008 - July 5, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
February 1, 2008 - July 5, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
January 6, 2006 - December 12, 2007
WADDELL & REED
December 9, 2005 - December 12, 2007
WADDELL & REED
February 5, 2003 - January 14, 2005
BANC ONE SECURITIES CORPORATION
January 31, 2003 - January 14, 2005
BANC ONE SECURITIES CORPORATION
January 13, 1992 - December 9, 2002
MORGAN STANLEY DW INC.
July 29, 1991 - December 9, 2002
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
BFG WEALTH
CRD#: 167814 / SEC#: 801-112746
Contact information
Regulatory assets under management
| Total Number of Accounts | 246 |
| AUM (Assets Under Management) | $ 182,373,998 |
Red Flags
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