Carli J Harvey
Wealth Advisor at KDP Wealth Management, LLC
- Role
- Partner at Kdp Wealth Management, Llc
- Location
- Medford, OR, US
- LinkedIn followers
- 500 followers
About Carli J Harvey
Please take note of the following: Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠.Please visit for more information.
Experience
Partner
Jan 2022 — Present · Medford, OR, US
Practicing Wealth Advisor and Partner at KDP Wealth Management.
Education
Oregon State University
Bachelors of Science, Business Management; International Business Option
2009 — 2013
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