AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CH

Christopher Michael Harrison

CFP®
VERITY ASSET MANAGEMENT
TALLAHASSEE, FL
·CRD# 6970033·8 years experience

Professional Summary

Christopher Michael Harrison, CFP®, who also goes by Chris Harrison, is a registered financial advisor currently at VERITY ASSET MANAGEMENT located in Tallahassee, Florida. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Harrison

Blog Corner

Similar Advisors

JD
James Robert Daoust JR

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
View profile
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
Samuel William Spanos
Samuel William Spanos

RAYMOND JAMES & ASSOCIATES, INC.

Sea Island, GA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

JD
James Robert Daoust JR

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Lawrence Douglas Kriesmer
Lawrence Douglas Kriesmer

MEASURED RISK PORTFOLIOS

San Diego, CA · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
Samuel William Spanos
Samuel William Spanos

RAYMOND JAMES & ASSOCIATES, INC.

Sea Island, GA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

JD
James Robert Daoust JR

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Lawrence Douglas Kriesmer
Lawrence Douglas Kriesmer

MEASURED RISK PORTFOLIOS

San Diego, CA · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
Samuel William Spanos
Samuel William Spanos

RAYMOND JAMES & ASSOCIATES, INC.

Sea Island, GA · CRD#

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.

Similar Advisors

JD
James Robert Daoust JR

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Lawrence Douglas Kriesmer
Lawrence Douglas Kriesmer

MEASURED RISK PORTFOLIOS

San Diego, CA · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
Samuel William Spanos
Samuel William Spanos

RAYMOND JAMES & ASSOCIATES, INC.

Sea Island, GA · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

8 years in the financial services industry

Current & Past Employments

VERITY ASSET MANAGEMENT·CRD# 158667
RIA
2010 Raymond Diehl Rd Ste 102, Tallahassee, FL 32308-3880
March 5, 2020 - Present
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Tallahassee, FL
July 13, 2018 - February 11, 2020

Similar Advisors

JD
James Robert Daoust JR

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Lawrence Douglas Kriesmer
Lawrence Douglas Kriesmer

MEASURED RISK PORTFOLIOS

San Diego, CA · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
Samuel William Spanos
Samuel William Spanos

RAYMOND JAMES & ASSOCIATES, INC.

Sea Island, GA · CRD#

Current Firm

VA
VERITY ASSET MANAGEMENT

ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730
RIA
Registered Investment Advisory firm - SEC (5/26/2006 Approved)

Contact Information

Main Address

280 S Mangum St Ste 550, Durham, NC 27701-3676

Phone Number

(919) 490-6717

# of Employees

77

SEC notice filing (35 States and Territories)

Registered to provide investment advisory services in 35 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

7,603

AUM (Assets Under Management)

$1,154,371,169

Similar Advisors

JD
James Robert Daoust JR

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Lawrence Douglas Kriesmer
Lawrence Douglas Kriesmer

MEASURED RISK PORTFOLIOS

San Diego, CA · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
Samuel William Spanos
Samuel William Spanos

RAYMOND JAMES & ASSOCIATES, INC.

Sea Island, GA · CRD#

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.

1) W.M. Durham Associates, LLC.; Not investment-related; Tallahassee, FL; Insurance agency; Employee; Vice-President; 05/2015; 144 hours per month; 144 during market hours; Sales and service of insurance products. 2) Corporate And Estate Analysts, Inc.; Not investment-related; Tallahassee, FL; Insurance agency; Employee; Vice-President; 05/2015; 12 hours per month; 12 during market hours; Sales and service of insurance products.

Similar Advisors

JD
James Robert Daoust JR

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Lawrence Douglas Kriesmer
Lawrence Douglas Kriesmer

MEASURED RISK PORTFOLIOS

San Diego, CA · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
Samuel William Spanos
Samuel William Spanos

RAYMOND JAMES & ASSOCIATES, INC.

Sea Island, GA · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VERITY ASSET MANAGEMENT

ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730
RIA
Registered Investment Advisory firm - SEC (5/26/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(3/5/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Similar Advisors

JD
James Robert Daoust JR

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Lawrence Douglas Kriesmer
Lawrence Douglas Kriesmer

MEASURED RISK PORTFOLIOS

San Diego, CA · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
Samuel William Spanos
Samuel William Spanos

RAYMOND JAMES & ASSOCIATES, INC.

Sea Island, GA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Harrison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

JD
James Robert Daoust JR

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Lawrence Douglas Kriesmer
Lawrence Douglas Kriesmer

MEASURED RISK PORTFOLIOS

San Diego, CA · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
Samuel William Spanos
Samuel William Spanos

RAYMOND JAMES & ASSOCIATES, INC.

Sea Island, GA · CRD#
CH
Follow Christopher
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required