Dan Harriman
Experienced Financial Advisor and Registered Principal, Founder and CEO of MoneyEdge Financial Planning Software
- Role
- Registered Principal at Harriman Financial
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Experience
Registered Principal
Aug 2014 — Present · Austin, TX, US
After nearly 30 years in the investment business, I made a change of investment firms to a full-service firm to help serve my clients in all aspects of their finances. I chose Cambridge Investment Research as they are committed to the independent producer such as myself. Cambridge enables financial professionals to offer non-propriety financial products from a wide variety of companies to provide the best opportunities for my clients and other representatives who may join me.Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC.Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor.Cambridge and Harriman Financial are not affiliated.
Skills
- Group 1 - Life & Health
- Software Company Owner
- Term Life Insurance
- Disability Insurance
- Series 63 - Uniform Securities
- Long Term Care Insurance
- Investments
- Wealth Management
- Retirement Planning
- Series 7 - General Securities
- Financial Adviser
- Securities
- Financial Planning Software
- Public Speaking
- Sales Management
- Iras
- Series 6 - Registered Rep
- Retirement
- Strategic Financial Planning
- Wealth Management Services
- Long-Term Care
- Series 26 - Supervisory
- Variable Annuities
- Coaching
- Asset Managment
- Series 65 - Investment Adviser
- Mutual Funds
- 401k
- Fixed Annuities
- Finance
- Small Business
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