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Robert L Harbison Jr.

Advisor at Guardian Life — Rome, GA E. 2nd Ave

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

24 years

Location

Rome, GA 30161

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,910

Across 511 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Robert Harbison Jr. is a financial advisor with Primerica Advisors based in Rome, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with Peachtree Planning Corporation, Park Ave Securities, and Guardian Life Insurance Company since 2002. Outside of his advisory work, he is involved with the Greater Rome Chamber of Commerce and serves on the board of Treasure in Earthen Vessels, Inc., a nonprofit focused on providing religious materials and financial aid for church and ministry activities overseas. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform to provide tailored investment strategies.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Rome, GA E. 2nd Ave

1301 E. 2nd Ave

Rome GA 30161

Advisors at this office

1

Most active in

Alabama · Georgia · Kentucky · Ohio

Work history

24 years of industry experience

Peachtree Planning Corporation

2002 - Present • 24 years

Rome, GA

Park Ave Securities

2002 - Present • 24 years

Rome, GA

Guardian Life Ins Co

2002 - Present • 24 years

Rome, GA

Redmond Rd Church of Christ

1999 - Present • 27 years

Rome, GA

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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Johnathan P

Series 66

Rome, GA

BEEYOND Capital, LLC

Johnathan Peabody is a financial advisor at BEEYOND Capital, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC for five years. Peabody also served in the United States Army Reserve, where he continues to train and certify military units as an observer controller/trainer. BEEYOND Capital, LLC is a fee-only investment adviser providing discretionary portfolio management to individuals, high net worth clients, and entities. The firm employs mutual funds, ETFs, bonds, options, and equities, using both technical and fundamental analysis to determine asset allocation based on client information.

Active portfolio management
user avatar

Christopher W

Series 65, Series 63, Series 66

Armuchee, GA

PRR Wealth Management

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Outside of advising, he works as a manufacturing sales engineer at Blair Engineering Southeast, providing technical guidance to design engineers. PRR Wealth Management is a state-registered investment adviser offering discretionary asset management and wealth planning to individuals, trusts, small businesses, non-profits, and family offices. The firm uses both long and short positions, including derivatives and cryptocurrencies, employing technical analysis and option-modeling software to manage portfolios tailored to clients’ risk tolerance and objectives.

Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Private / alternative investments

Justin O

CFP®, CPA, PFS™

Rome, GA

Horizon Advisors, LLC

Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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James T

Series 66

Rome, GA

Summit Financial Group, LLC

James Threlkeld is a financial advisor with Summit Financial Group, LLC in Rome, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Haynes & Moore, LLC, an accounting firm, where he is currently a consultant and was formerly a partner. Summit Financial Group provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-high-net-worth clients. The firm develops tailored financial profiles and investment plans, typically implementing them through mutual funds, bonds, CDs, and separate account managers, while maintaining a buy-and-hold investment approach.

General tax planning
user avatar

Randall D

Series 66

Adairsville, GA

Center For Wealth Management Advisory

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

Business ownership considerations
user avatar

Don A

Series 65

Rome, GA

Corecap Advisors

Don Ash is a financial advisor with Corecap Advisors in Rome, GA, holding a Series 65 designation and 15 years of industry experience. He has worked at Convergence Financial Advisors since 2012 and has been associated with Estate Planners Of Ga since 1995. Outside of his advisory roles, he is involved in insurance sales, retirement planning, and annuities. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple investment vehicles and sub-advisors in its management process.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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