Brian Harvey
Individual Retirement Accounts | College Savings | Tax Free Investing | Business Retirement Plans | Market Updates
- Role
- Financial Advisor at Edward Jones
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian Harvey
As a young boy, I mowed lawns in the neighborhood to earn cash to deposit into my saving…
Experience
Financial Advisor
Mar 2017 — Present
Education
University of Oregon Lundquist College of Business
Bachelor of Science, Business Administration-Finance
1977 — 1981
Skills
- Whole Life
- Commercial Insurance
- Underwriting
- Renters
- Homeowners
- Automobile Liability
- Fixed Annuities
- Casualty
- Insurance
- Homeowner Association Management
- Liability
- Customer Service
- Term Life Insurance
- Investments
- Universal Life
- Claim
- Umbrella
- Life Insurance
- General Insurance
- Road Biking
- First Time Home Buyers
- Small Business
- Commercial Property Owners
- Property & Casualty Insurance
- College Savings Plans
- Umbrella Insurance
- Sales Management
- Winery and Vineyard Insurance
- Casualty Insurance
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