Yohance D. Harrison
Professional summary
Yohance Daudi Harrison is a registered financial advisor currently at MONEY SCRIPT WEALTH MANAGEMENT, PLLC located in Grand Prairie, Texas.
Yohance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Yohance has worked at 5 firms and has passed the Series 65, Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yohance Daudi Harrison's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 13, 2017 - Present
MONEY SCRIPT WEALTH MANAGEMENT, PLLC
Office #2: 610 Uptown Blvd Suite 2000, Cedar Hill, TX 75104October 20, 2015 - February 1, 2017
LUMINOUS 8 WEALTH MANAGEMENT LLC
June 5, 2015 - October 19, 2015
AGG ASSET MANAGEMENT, LLC
August 27, 2001 - July 29, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
August 13, 2001 - July 3, 2006
IDS LIFE INSURANCE COMPANY
August 13, 2001 - July 29, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/13/2017)
(8/14/2024)
(10/19/2022)
(5/22/2023)
(12/3/2020)
(5/3/2022)
(2/11/2017)
Exams
Current Firm
MONEY SCRIPT WEALTH MANAGEMENT, PLLC
CRD#: 286134 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 991 |
| AUM (Assets Under Management) | $ 72,387,000 |
Red Flags
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