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Credentials
Series 66
Experience Industry experience
2 years
Location
Cascade, ID
Fidelity
Institution
Benjamin Harrison is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients gain clarity and confidence in their financial future. Prior to joining Fidelity Investments, Benjamin worked as a Financial Representative at Equitable Advisors from 2023 to 2024.
He holds a California Insurance License, which supports his work in providing financial planning and insurance solutions. Benjamin's professional experience centers on assisting clients with their financial planning needs.
Based on Fidelity
Cascade, ID
Cascade ID
Advisors at this office
1
Idaho · Texas
2 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
FIDELITY INVESTMENTS
2024 - Present • 2 years
Boise, ID
UnEmployed
2024 - 2024 • 1 year
Castle Rock, WA
Equitable Advisors
2023 - 2024 • 1 year
New York, NY
UnEmployed
2023 - 2023 • 1 year
Castle Rock, WA
Leupold & Stevens
2021 - 2023 • 2 years
Beaverton, WA
SMT Holdings LLC
2020 - 2021 • 1 year
Hillsboro, OR
Clark County Assessor's Office
2018 - 2020 • 2 years
Vancouver, WA
UnEmployed
2017 - 2017 • 1 year
Castle Rock, WA
Washington State University
2013 - 2017 • 4 years
Pullman, WA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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