Diana Harrison is a CFP-designated registered investment advisor, based in Portland, OR, with 24 years of industry experience.
Location
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Diana is the owner and investment advisor representative at Financial Investment Team, Inc., dedicating full-time hours to investment advisory and planning services. She also owns Plus Tax, Inc., providing tax planning and preparation services, and spends about half her time on this during tax season and about 10-20% of her time outside of tax season. Additionally, Diana is a member of Thunder Paws Farm, LLC, spending minimal time collecting rent for the dog training area.
Employment History
Current Registrations
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Financial Investment Team ("fit")
Previous Registrations
Next Financial Group, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations8 states
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