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Leo H
Series 63, Series 66
Rogers, AR
Rockefeller Financial LLC
Leo Harrison is a financial advisor at Rockefeller Financial LLC with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Harrison is based in Rogers, Arkansas. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.
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