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David H
CFP®, Series 63, Series 65
Evanston, IL
Newedge Advisors
David Harrison is a CFP® professional with 35 years of experience in the financial services industry. He is currently with NewEdge Advisors and has held roles at North Star Investment Services, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and Wells Fargo Clearing. Outside of advisory work, he serves as president of Wealth Capital Partners, a financial activity business, and also of a fixed annuities and life insurance company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and nonprofit entities through a network of independent representatives. The firm offers a variety of portfolio management and consulting services and employs multiple program structures supported by centralized due diligence and advanced technology tools.
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