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Deatra Jeanne Harrington

Advisor at LPL Financial — McCleary, WA

Updated today

Credentials

Series 63, Series 66

Experience

30 years

Location

McCleary, WA

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Deatra Harrington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Cetera Investment Services LLC from 2005 to 2007. In addition to her advisory role, Harrington engages in selling fixed, non-variable insurance products and long-term care insurance as part of her financial planning services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisers and various operational tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

McCleary, WA

McCleary WA

Advisors at this office

1

Most active in

Washington

Work history

30 years of industry experience

LPL Financial, LLC

2007 - Present • 19 years

Hoquiam, WA

Cetera Investment Services Llc

2005 - 2007 • 2 years

Aberdeen, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bradley M

ChFC®, Series 63, Series 66

Shelton, WA

Eagle Strategies (NY Life)

Bradley Miller is a financial advisor with Eagle Strategies (NY Life) based in Shelton, WA, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. Miller serves as a board member of the Great Bend Center for Music and is an officer with the Salish Sea Rotary of Mason County, both community organizations focused on local engagement. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, institutional clients, and plan sponsors. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Brittany D

Series 65

Shelton, WA

AE Wealth Management, LLC

Brittany Depoe is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience with the Developmental Disabilities Administration at DSHS. In addition to her advisory role, she operates Brittany Depoe LLC, an insurance brokerage focused on Medicare insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies through a platform serving over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Allen R

Series 63, Series 66

McCleary, WA

Ameritas Advisory Services, LLC

Allen Robbins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Ameritas Investment Company, LLC since 2000 and serves as a budget manager for the Washington State Department of Ecology, a role he has held since 1987. Robbins is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Gina D

Series 63, Series 66

Shelton, WA

Key Investment Services LLC

Gina Drew is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Key Investment Services since 2010. Outside of her advisory role, she is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates with KeyCorp affiliates to provide a range of investment and advisory capabilities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Tara G

Series 63, Series 65

Shelton, WA

Wealth Enhancement Advisory Services, LLC

Tara Graham is a financial advisor at Wealth Enhancement Advisory Services, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Agia, Valic Financial Advisors, JPMorgan Chase Bank, and Principal Securities. Outside of finance, she owns The Equine Bit Fitter, a business specializing in equine services such as fitting bridles and bits for horses. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Katheryne M

Series 63, Series 65

Shelton, WA

LPL Financial

Katheryne Mcmillan is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Securities America Advisors, Inc. for 15 years and has held positions at OSAIC and Brecek & Young Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who use a range of strategies including discretionary and non-discretionary approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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