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Nathan Garrett Harmon

Advisor at LPL Financial — Ironton, OH South 6th Street

Updated today

Credentials

Series 66

Experience

2 years

Location

Ironton, OH 45638

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Nathan Harmon is a financial advisor with LPL Financial based in Ironton, OH. He holds a Series 66 designation and has two years of industry experience, including prior roles at Lincoln Financial Services and Compston Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, third-party research, and various investment strategies.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Ironton, OH South 6th Street

221 South 6th Street

Ironton OH 45638

Advisors at this office

3

Most active in

Ohio

Work history

2 years of industry experience

LPL FINANCIAL

2024 - Present • 2 years

Ironton, OH

Lincoln Financial Services

2023 - 2024 • 1 year

Ironton, OH

FULL-TIME EDUCATION

2022 - 2023 • 1 year

Georgetown, KY

Compston Wealth Management

2022 - 2022 • 1 year

Ironton, OH

FULL-TIME EDUCATION

2021 - 2022 • 1 year

Georgetown, KY

American Income Life

2021 - 2021 • 1 year

Huntington, WV

FULL-TIME EDUCATION

2020 - 2021 • 1 year

Georgetown, KY

Vertiv

2020 - 2020 • 1 year

Ironton, OH

Unemployed

2013 - 2020 • 7 years

Ironton, OH

Disclosures

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

Business activities & affiliations

user avatar

Ethan L

Series 65

Huntington, WV

Layne Financial Group

Ethan Layne is a financial advisor at Layne Financial Group in Huntington, WV, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at several entities including Maynard & Mease CPAs and Consumers Gas Utility Company. Outside of advising, he serves as president of Layne Tax Solutions, a tax and accounting firm. Layne Financial Group provides discretionary investment management, wealth planning, and financial planning to individual and high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm emphasizes institutional-style asset allocation and a factor-based investment approach, incorporating model portfolios, external consultants, and sub-advisory relationships.

Wealth management Factor investing / smart beta Founder/Business Owner
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William H

CFP®, Series 63

Ironton, OH

Creative Financial Solutions, LLC

William Hensley is a CFP® with 30 years of industry experience and is a financial advisor at Creative Financial Solutions, LLC. He has worked with Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. since 2014. Hensley serves as a board member of Young Life Huntington and is involved with the Rotary Club of Barboursville, WV, where he has held the position of past president. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm focuses on planning and fee-for-service models and utilizes third-party custodians and research to support investment recommendations.

General retirement planning Income planning General tax planning Life insurance needs analysis
user avatar

Leif C

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 30 years of experience in the financial industry. He holds Series 63 and Series 65 credentials and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and investment professional for Ramey Estep Homes, Inc., a nonprofit organization serving troubled youth. Leif Clarke Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax situation.

Options & derivatives strategies Annuities Real estate investing
user avatar

Anthony P

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Anthony Park is an advisor at Leif Clarke Wealth Management, Inc. with Series 63 and Series 65 credentials. He has worked in financial services roles at firms including Baird and Kentucky Farmers Bank, and has experience in health department administration. Leif Clarke Wealth Management provides investment management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax considerations.

Options & derivatives strategies Annuities Real estate investing
user avatar

Malcolm M

Series 65

Huntington, WV

Global Value Investment Corporation

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with a Series 65 credential and three years of industry experience. Prior to joining Global Value Investment Corporation, he worked in legal and compliance roles, including at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. He is also a co-member of Machair, LLC, a commercial real estate company. Global Value Investment Corporation provides investment research and discretionary portfolio management to individual and institutional clients, utilizing a fundamental, value-oriented investment approach that includes both short- and long-term strategies. The firm offers services such as wrap-fee programs, sub-advisory arrangements, and manages private funds.

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Chandis F

Series 63, Series 65

Russell, KY

International Assets Investment Management, LLC

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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