Gilbert Waters Harrison Ii
Professional Summary
Gilbert Waters Harrison II, who also goes by Bill Harrison II, Billy Harrison, was a registered financial advisor. Gilbert was a previously registered financial professional and started their career in finance 1991 - 2016. Gilbert had worked at 7 firms and has passed the Series 66, Series 63, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Harrison Ii, Billy Harrison
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
BFG WEALTH | HARRISON WEALTH MANAGEMENT, INC. | BURNETT FINANCIAL GROUP, INC. | BURNETT FINANCIAL GROUP
Contact Information
Main Address
2569 S Kelly Ave Ste 110, Edmond, OK 73013Phone Number
(405) 341-9245# of Employees
4Regulatory Assets Under Management
Total Number of Accounts
246AUM (Assets Under Management)
$182,373,998Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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